AWM

Aevitas Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 9.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-9.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
-$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.4M
3
+$1.57M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.11M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$906K

Top Sells

1
+$1.88M
2
+$1.24M
3
+$1M
4
VHT icon
Vanguard Health Care ETF
VHT
+$977K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$788K

Sector Composition

1 Technology 25.85%
2 Healthcare 14%
3 Consumer Staples 9.3%
4 Consumer Discretionary 6.94%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-31,659
127
– –
-530
128
– –
-4,024
2 3 4 5
6