AWM
Ariadne Wealth Management Portfolio holdings
AUM
$223M
1-Year Est. Return
26.25%
1 Year Est. Return
+26.25%
AUM
$209M
AUM Growth
+$17.6M
(+9.2%)
Holding
251
Top Buys
| 1 | +$6.13M | |
| 2 | +$516K | |
| 3 | +$363K | |
| 4 |
Intel
INTC
|
+$355K |
| 5 |
PepsiCo
PEP
|
+$322K |
Top Sells
| 1 | +$1.77M | |
| 2 | +$1.59M | |
| 3 | +$1.57M | |
| 4 |
Blue Owl Capital
OBDC
|
+$1.55M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.44M |
Sector Composition
| 1 | Technology | 15.19% |
| 2 | Financials | 6.6% |
| 3 | Communication Services | 4.96% |
| 4 | Consumer Discretionary | 4.8% |
| 5 | Healthcare | 3.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
American Tower
AMT
$82.3B
| – | – |
-918
|
|