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AWM

Ariadne Wealth Management Portfolio holdings

AUM $223M
1-Year Est. Return 36.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$968K
2
+$382K
3
+$367K
4
ZM icon
Zoom
ZM
+$330K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$328K

Top Sells

1
+$1.34M
2
+$581K
3
+$421K
4
INFY icon
Infosys
INFY
+$359K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$322K

Sector Composition

1 Technology 16.23%
2 Financials 6.17%
3 Communication Services 4.77%
4 Consumer Discretionary 4.54%
5 Healthcare 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$207K 0.09%
697
-12
227
$207K 0.09%
+2,464
228
$204K 0.09%
1,529
-101
229
$202K 0.09%
379
-3
230
$200K 0.09%
18,328
-624
231
$184K 0.08%
26,432
+367
232
$177K 0.08%
11,485
233
$147K 0.07%
21,467
+9,695
234
$139K 0.06%
35,561
235
$137K 0.06%
12,260
+1,123
236
$129K 0.06%
26,381
237
$128K 0.06%
11,202
+905
238
$75.3K 0.03%
28,305
-12,926
239
$66.4K 0.03%
16,027
+2,409
240
$63.4K 0.03%
20,776
-478
241
$60.6K 0.03%
22,201
+2,192
242
$47K 0.02%
21,362
243
$41.3K 0.02%
12,241
-648
244
$36.3K 0.02%
+13,351
245
$12.1K 0.01%
1,070
246
– –
-2,017
247
– –
-4,946
248
– –
-396
249
– –
-4,378
250
– –
-11,793
7 8 9
10
11