AWM
Ariadne Wealth Management Portfolio holdings
AUM
$242M
1-Year Est. Return
33.85%
This Fund
S&P 500
1 Year Est. Return
+33.85%
AUM
$242M
AUM Growth
+$18.9M
(+8.5%)
Holding
284
Top Buys
| 1 | +$2.32M | |
| 2 | +$1.52M | |
| 3 | +$905K | |
| 4 |
VanEck CLO ETF
CLOI
|
+$654K |
| 5 |
Palantir
PLTR
|
+$618K |
Top Sells
| 1 | +$2.48M | |
| 2 | +$1.56M | |
| 3 | +$1.15M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.02M |
| 5 |
Dimensional US Real Estate ETF
DFAR
|
+$631K |
Sector Composition
| 1 | Technology | 13.89% |
| 2 | Financials | 5.87% |
| 3 | Communication Services | 4.86% |
| 4 | Healthcare | 4.59% |
| 5 | Industrials | 4.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
McDonald's
MCD
$206B
| – | – |
-951
|
|
||
277
Omega Healthcare
OHI
$13.9B
| – | – |
-4,725
|
|
||
278
Procore
PCOR
$8.44B
| – | – |
-4,290
|
|
||
279
PayPal
PYPL
$45.8B
| – | – |
-4,228
|
|
||
280
Shopify
SHOP
$158B
| – | – |
-2,391
|
|
||
281
Atlassian
TEAM
$18.6B
| – | – |
-2,027
|
|
||
282
Tilray
TLRY
$734M
| – | – |
-1,070
|
|
||
|
283
Vanguard FTSE Developed Markets ETF
VEA
$215B
| – | – |
-16,614
|
|
||
284
Veeva Systems
VEEV
$25.8B
| – | – |
-722
|
|