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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
126
$386K 0.17%
+1,631
127
$385K 0.17%
1,249
+370
128
$383K 0.17%
2,340
-157
129
$379K 0.17%
1,101
+69
130
$374K 0.17%
2,308
-200
131
$374K 0.17%
3,976
132
$369K 0.17%
6,790
-44
133
$368K 0.16%
8,457
-65
134
$366K 0.16%
32,271
135
$366K 0.16%
8,332
136
$366K 0.16%
180
+3
137
$364K 0.16%
4,700
+428
138
$356K 0.16%
6,530
+225
139
$355K 0.16%
+4,225
140
$353K 0.16%
1,319
+174
141
$351K 0.16%
+2,391
142
$350K 0.16%
1,613
-58
143
$349K 0.16%
2,939
+1,060
144
$342K 0.15%
52,876
+14
145
$339K 0.15%
3,308
+154
146
$338K 0.15%
1,070
-411
147
$334K 0.15%
1,686
148
$334K 0.15%
361
-66
149
$334K 0.15%
14,019
+1,275
150
$331K 0.15%
3,610
-118
4 5
6
7 8