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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
26
$1.99M 0.89%
29,605
-1,353
27
$1.84M 0.82%
32,646
-1,899
28
$1.75M 0.79%
18,256
29
$1.74M 0.78%
5,157
+195
30
$1.73M 0.78%
27,128
-2,756
31
$1.71M 0.77%
73,441
+3,300
32
$1.66M 0.74%
53,882
33
$1.49M 0.67%
8,673
+276
34
$1.45M 0.65%
30,507
35
$1.37M 0.62%
3,736
+253
36
$1.37M 0.62%
41,589
+12,389
37
$1.34M 0.6%
14,844
+173
38
$1.31M 0.59%
49,482
39
$1.3M 0.58%
5,597
-253
40
$1.3M 0.58%
12,980
41
$1.29M 0.58%
5,945
-65
42
$1.28M 0.58%
120,977
-389
43
$1.22M 0.55%
1,142
+2
44
$1.2M 0.54%
30,165
45
$1.18M 0.53%
1,156
+26
46
$1.13M 0.5%
2,194
+211
47
$1.11M 0.5%
25,100
48
$1.04M 0.47%
13,000
49
$1.03M 0.46%
3,330
-868
50
$1.02M 0.46%
+16,614
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