AEVITAS WEALTH MANAGEMENT, INC.

HTTP://WWW.AEVITASWM.COM WELLESLEY HILLS, MA Investment Advisor How do I update this listing?

Aevitas Wealth Management is based out of Wellesley Hills. Aevitas Wealth Management is a large advisory firm with 423 clients and discretionary assets under management (AUM) of $453,635,883 (Form ADV from 2020-06-07). Their last reported 13F filing for Q2 2020 included $108,253,000 in managed 13F securities and a top 10 holdings concentration of 42.36%. Aevitas Wealth Management's largest holding is SPDR Gold Trust with shares held of 52,429. Whalewisdom has at least 11 13F filings

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06/30/2020

13F Activity

  • Market Value $108.253 Million
  • Prior Market Value $89.36 Million
  • New Purchases6 stocks
  • Additional Purchases65 stocks
  • Sold out of1 stock
  • Reduced holdings in24 stocks
  • Top 10 Holdings % 42.36 %
  • Turnover % [1]:7.07%
  • Turnover Alt % [2]: 6.13 %
  • Time Held Top20:6.10 quarters
  • Time Held Top10:6.50 quarters
  • Time Held All:9.02 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 20.69%
Performance Last 4 Quarters: 5.77%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

AEVITAS WEALTH MANAGEMENT, INC.
10 LAUREL AVE. SUITE 100
WELLESLEY HILLS MA    02481
Country: United States

Business Phone: 781-239-1180
Fax: (339) 686-3094
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 379,521,000
Total Number of Clients: 423
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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AEVITAS WEALTH MANAGEMENT, INC.

ownership team - last updated 2020-06-07
Name Title Start Date Direct/Indirect % Ownership
SCHREIBER, MICHAEL, ALAN PRESIDENT 05/01/1987 Direct 75% or more
Fund Name Position direct/indirect start date end date
MICHAEL A. SCHREIBER & ASSOCIATES OWNER/CHIEF COMPLIANCE OFFICER direct 1987-04-01
MICHAEL A. SCHREIBER & ASSOCIATES, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2014-04-01
AEVITAS WEALTH MANAGEMENT, INC. PRESIDENT direct 2014-04-01
RESNIC, AMY, ZELMAN CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
AEVITAS WEALTH MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2017-06-01

AEVITAS WEALTH MANAGEMENT, INC.

ownership team - last updated 2020-03-18
Name Title Start Date Direct/Indirect % Ownership

AEVITAS WEALTH MANAGEMENT, INC.

ownership team - last updated 2019-03-09
Name Title Start Date Direct/Indirect % Ownership
SCHREIBER, MICHAEL, ALAN PRESIDENT 05/01/1987 Direct 75% or more
Fund Name Position direct/indirect start date end date
MICHAEL A. SCHREIBER & ASSOCIATES OWNER/CHIEF COMPLIANCE OFFICER direct 1987-04-01
MICHAEL A. SCHREIBER & ASSOCIATES, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2014-04-01
AEVITAS WEALTH MANAGEMENT, INC. PRESIDENT direct 2014-04-01
RESNIC, AMY, ZELMAN CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
AEVITAS WEALTH MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2017-06-01

AEVITAS WEALTH MANAGEMENT, INC.

ownership team - last updated 2018-11-26
Name Title Start Date Direct/Indirect % Ownership
SCHREIBER, MICHAEL, ALAN PRESIDENT 04/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
MICHAEL A. SCHREIBER & ASSOCIATES OWNER/CHIEF COMPLIANCE OFFICER direct 1987-04-01
MICHAEL A. SCHREIBER & ASSOCIATES, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2014-04-01
AEVITAS WEALTH MANAGEMENT, INC. PRESIDENT direct 2014-04-01
RESNIC, AMY, ZELMAN CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
AEVITAS WEALTH MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2017-06-01

AEVITAS WEALTH MANAGEMENT, INC.

ownership team - last updated 2018-05-22
Name Title Start Date Direct/Indirect % Ownership
SCHREIBER, MICHAEL, ALAN PRESIDENT 04/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
MICHAEL A. SCHREIBER & ASSOCIATES OWNER/CHIEF COMPLIANCE OFFICER direct 1987-04-01
MICHAEL A. SCHREIBER & ASSOCIATES, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2014-04-01
AEVITAS WEALTH MANAGEMENT, INC. PRESIDENT direct 2014-04-01
RESNIC, AMY, ZELMAN CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
AEVITAS WEALTH MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2017-06-01

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