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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
51
$1.02M 0.46%
2,528
+108
52
$935K 0.42%
36,313
-796
53
$924K 0.41%
3,595
+29
54
$897K 0.4%
1,334
+136
55
$886K 0.4%
1,594
+77
56
$885K 0.4%
11,112
+3,426
57
$872K 0.39%
27,743
+1
58
$868K 0.39%
17,911
-125
59
$855K 0.38%
19,973
+1,495
60
$832K 0.37%
6,383
+62
61
$829K 0.37%
2,936
+102
62
$807K 0.36%
19,976
+689
63
$790K 0.35%
10,989
+62
64
$771K 0.35%
6,156
-289
65
$764K 0.34%
4,985
+645
66
$751K 0.34%
15,665
-248
67
$751K 0.34%
5,690
+282
68
$747K 0.33%
832
+5
69
$704K 0.32%
3,437
-230
70
$700K 0.31%
2,123
71
$694K 0.31%
9,845
72
$670K 0.3%
2,158
73
$670K 0.3%
5,700
-656
74
$667K 0.3%
3,418
+30
75
$665K 0.3%
9,739
-260
1 2
3
4 5