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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
76
$659K 0.3%
11,398
+586
77
$657K 0.29%
2,142
+204
78
$644K 0.29%
4,922
+5
79
$642K 0.29%
2,403
+745
80
$635K 0.28%
1,123
+28
81
$629K 0.28%
6,213
+26
82
$623K 0.28%
24,800
83
$615K 0.28%
17,116
+1,125
84
$607K 0.27%
3,015
-145
85
$599K 0.27%
14,910
86
$590K 0.26%
6,037
-27
87
$585K 0.26%
6,299
+835
88
$583K 0.26%
897
+30
89
$563K 0.25%
4,880
-380
90
$543K 0.24%
2,675
+100
91
$543K 0.24%
3,112
+112
92
$543K 0.24%
467
+128
93
$534K 0.24%
10,091
-418
94
$531K 0.24%
7,400
95
$522K 0.23%
5,535
+334
96
$504K 0.23%
28,750
97
$503K 0.23%
12,236
+6,521
98
$492K 0.22%
283
-6
99
$484K 0.22%
2,583
100
$484K 0.22%
1,590
-90
2 3
4
5 6