AW
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Aevitas Wealth Management, Inc.13F | |
| Aevitas Wealth Management, Inc. | |
| Last update 2023-01-24 | 114 Stocks (10 new) |
| Value $169.00 Mil | Turnover 20 % |
Aevitas Wealth Management, Inc... Top Holdings of 2022-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHY | iShares 1-3 Year Treasury Bond ETF | 236,956 | 19,233.7 | New Holding | 11.380 | +11.38% | 0.070 | +0.58% | +2.50% | 23,966.6 | ||
MSFT | Microsoft Corp | 36,091 | 8,655.2 | +0.06% | 5.120 | 0% | 0.000 | +33.97% | +18.83% | 3,708,393.4 | Software | |
AAPL | Apple Inc | 59,147 | 7,685.0 | -5.63% | 4.550 | -0.37% | 0.000 | +5.60% | -14.22% | 3,200,599.6 | Hardware | |
LDUR |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
| 66,835 | 6,299.9 | +92.09% | 3.730 | +1.79% | 0.460 | +0.46% | +2.61% | 923.8 | ||
XOM | Exxon Mobil Corp | 54,661 | 6,029.1 | +3.18% | 3.570 | +0.11% | 0.000 | +0.77% | +6.26% | 483,800.1 | Oil & Gas | |
PEP | PepsiCo Inc | 32,233 | 5,823.2 | +1.49% | 3.450 | +0.05% | 0.000 | -9.64% | -9.26% | 185,493.4 | Beverages - Non-Alcoholic | |
JNJ | Johnson & Johnson | 31,787 | 5,615.2 | +0.20% | 3.320 | +0.01% | 0.000 | -1.56% | +9.66% | 375,323.4 | Drug Manufacturers | |
VDE | Vanguard Energy ETF | 37,796 | 4,583.9 | +4.86% | 2.710 | +0.13% | 0.050 | +2.42% | +2.30% | 6,725.7 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 89,315 | 4,420.2 | +263.31% | 2.620 | +1.90% | 0.020 | -0.95% | -0.80% | 35,774.0 | ||
BDX | Becton, Dickinson and Co | 16,149 | 4,106.6 | +0.54% | 2.430 | +0.01% | 0.010 | -19.95% | -21.46% | 50,531.8 | Medical Devices & Instruments |
Aevitas Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Aevitas Wealth Management, Inc. Total Holding History ($B)
Aevitas Wealth Management, Inc.'s Asset Allocation
Aevitas Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Aevitas Wealth Management, Inc.'s Hypothetical Growth since 2022-12-31
Aevitas Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Aevitas Wealth Management, Inc.'s Holdings Heat Map
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Aevitas Wealth Management, Inc.'s Holdings Bubble Chart
Aevitas Wealth Management, Inc. News
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