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
$112M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$967K
3
+$752K
4
SMG icon
ScottsMiracle-Gro
SMG
+$484K
5
UPS icon
United Parcel Service
UPS
+$297K

Top Sells

1
+$1.17M
2
+$384K
3
+$204K
4
AAPL icon
Apple
AAPL
+$181K
5
VYGR icon
Voyager Therapeutics
VYGR
+$145K

Sector Composition

1 Technology 13.15%
2 Healthcare 12.3%
3 Consumer Staples 11.59%
4 Consumer Discretionary 8.36%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$41K 0.04%
1,690
-100
202
$41K 0.04%
1,422
+3
203
$41K 0.04%
700
204
$40K 0.04%
117
205
$39K 0.03%
183
206
$37K 0.03%
2,364
207
$37K 0.03%
382
+3
208
$37K 0.03%
604
209
$36K 0.03%
1,406
+7
210
$35K 0.03%
507
+3
211
$35K 0.03%
250
212
$35K 0.03%
800
-800
213
$33K 0.03%
806
+4
214
$32K 0.03%
203
215
$32K 0.03%
500
216
$31K 0.03%
1,600
217
$31K 0.03%
2,200
218
$31K 0.03%
356
219
$31K 0.03%
600
220
$31K 0.03%
425
+1
221
$31K 0.03%
301
+1
222
$30K 0.03%
956
+7
223
$30K 0.03%
1,284
224
$30K 0.03%
1,053
225
$30K 0.03%
1,140
+14
7 8
9
10 11