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Home > Institutional Investor > Aevitas Wealth Management, Inc. > Profile

Instuitional Investor - Aevitas Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Aevitas Wealth Management, Inc.
Portfolio Value $169,002,997
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 236,956 $19,233,703 11.38%
2.
Microsoft Corp
 MSFT 36,091 $8,655,243 5.12%
3.
Apple Inc.
 AAPL 59,147 $7,685,012 4.54%
4.
Pimco Etf Trust
 66,835 $6,299,886 3.72%
5.
Exxon Mobil Corp
 XOM 54,661 $6,029,128 3.56%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)