AWM

Aevitas Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 9.55%
This Quarter Est. Return
1 Year Est. Return
-9.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.35M
2 +$3.58M
3 +$3.44M
4
PEP icon
PepsiCo
PEP
+$3.06M
5
JNJ icon
Johnson & Johnson
JNJ
+$3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.75%
2 Healthcare 12.76%
3 Technology 10.59%
4 Financials 8.26%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$79K 0.07%
+1,130
152
$77K 0.07%
+535
153
$77K 0.07%
+5,041
154
$77K 0.07%
+5,417
155
$76K 0.07%
+431
156
$75K 0.07%
+2,541
157
$74K 0.07%
+2,774
158
$73K 0.07%
+2,460
159
$73K 0.07%
+724
160
$73K 0.07%
+587
161
$72K 0.07%
+462
162
$71K 0.07%
+355
163
$71K 0.07%
+1,109
164
$71K 0.07%
+855
165
$70K 0.07%
+1,793
166
$69K 0.07%
+1,728
167
$69K 0.07%
+800
168
$68K 0.06%
+1,274
169
$67K 0.06%
+1,006
170
$67K 0.06%
+1,552
171
$67K 0.06%
+2,500
172
$66K 0.06%
+794
173
$65K 0.06%
+1,001
174
$63K 0.06%
+435
175
$61K 0.06%
+755