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
$99.4M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$1.72M
3
+$217K
4
VB icon
Vanguard Small-Cap ETF
VB
+$141K
5
CMCSA icon
Comcast
CMCSA
+$118K

Top Sells

1
+$1.61M
2
+$1.08M
3
+$881K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$630K
5
WFC icon
Wells Fargo
WFC
+$498K

Sector Composition

1 Technology 12.98%
2 Consumer Staples 12.22%
3 Healthcare 11.31%
4 Consumer Discretionary 7.35%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
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