AWM
Aevitas Wealth Management Portfolio holdings
AUM
$169M
1-Year Return
9.55%
This Quarter Return
+5.39%
1 Year Return
-9.55%
3 Year Return
+36.44%
5 Year Return
+72.57%
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.66%
Holding
465
New
462
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$4.35M |
| 2 |
Vanguard Financials ETF
VFH
|
$3.58M |
| 3 |
Vanguard Health Care ETF
VHT
|
$3.44M |
| 4 |
PepsiCo
PEP
|
$3.06M |
| 5 |
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% |
