AWM
Ariadne Wealth Management Portfolio holdings
AUM
$223M
1-Year Est. Return
26.25%
1 Year Est. Return
+26.25%
AUM
$223M
AUM Growth
+$14M
(+6.7%)
Holding
261
Top Buys
| 1 | +$1.02M | |
| 2 | +$409K | |
| 3 | +$386K | |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$355K |
| 5 |
Zoom
ZM
|
+$355K |
Top Sells
| 1 | +$1.34M | |
| 2 | +$613K | |
| 3 | +$436K | |
| 4 |
Infosys
INFY
|
+$359K |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$337K |
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 | |
|---|---|---|---|---|---|---|
|
251
Infosys
INFY
$71.9B
| – | – |
-21,893
|
|
||
252
Moody's
MCO
$87B
| – | – |
-396
|
|
||
253
Novo Nordisk
NVO
$224B
| – | – |
-4,378
|
|
||
254
Newell Brands
NWL
$1.58B
| – | – |
-10,479
|
|
||
255
Pinterest
PINS
$17.4B
| – | – |
-5,633
|
|
||
|
REFI
256
Chicago Atlantic Real Estate Finance
REFI
$270M
| – | – |
-13,743
|
|
||
257
SK Telecom
SKM
$7.81B
| – | – |
-9,141
|
|
||
258
Texas Roadhouse
TXRH
$11.2B
| – | – |
-1,615
|
|
||
259
Western Union
WU
$3.05B
| – | – |
-10,551
|
|
||
260
Xcel Energy
XEL
$44.8B
| – | – |
-2,914
|
|
||
261
Dentsply Sirona
XRAY
$2.27B
| – | – |
-11,830
|
|