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
$110M
AUM Growth
+$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$495K
3
+$233K
4
VB icon
Vanguard Small-Cap ETF
VB
+$130K
5
NVDA icon
NVIDIA
NVDA
+$83.9K

Top Sells

1
+$221K
2
+$208K
3
+$189K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$160K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$92.6K

Sector Composition

1 Healthcare 12.78%
2 Technology 12.74%
3 Consumer Staples 11.44%
4 Consumer Discretionary 8.84%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$65K 0.06%
2,500
177
$64K 0.06%
266
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$64K 0.06%
1,353
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179
$64K 0.06%
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$60K 0.05%
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$59K 0.05%
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182
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570
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183
$59K 0.05%
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-195
184
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185
$58K 0.05%
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186
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187
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500
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196
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197
$51K 0.05%
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198
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199
$50K 0.05%
603
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$49K 0.04%
1,371
+47
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