We are live on ! Find out more
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
101
$476K 0.21%
6,212
-144
102
$476K 0.21%
3,915
-1,060
103
$476K 0.21%
45,775
+235
104
$462K 0.21%
4,567
-119
105
$457K 0.2%
3,811
+239
106
$444K 0.2%
2,390
-57
107
$442K 0.2%
2,145
108
$417K 0.19%
1,657
+40
109
$413K 0.19%
3,083
+32
110
$410K 0.18%
2,827
+670
111
$410K 0.18%
2,402
-54
112
$407K 0.18%
18,314
-341
113
$407K 0.18%
1,436
-295
114
$404K 0.18%
10,910
115
$402K 0.18%
3,812
+90
116
$397K 0.18%
9,795
117
$397K 0.18%
1,822
118
$397K 0.18%
2,280
+960
119
$394K 0.18%
6,722
120
$394K 0.18%
2,028
-249
121
$393K 0.18%
1,181
-2
122
$393K 0.18%
8,072
+1,200
123
$389K 0.17%
7,065
+169
124
$389K 0.17%
2,348
-299
125
$388K 0.17%
5,453
-58
3 4
5
6 7