AWM

Ariadne Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 22.55%
This Quarter Est. Return
1 Year Est. Return
+22.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$7.11M
2 +$6.19M
3 +$6.15M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$5.13M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$4.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.04%
2 Financials 4.84%
3 Consumer Discretionary 3.93%
4 Real Estate 3.44%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$94.1K 0.07%
+36,048
152
$82.4K 0.06%
+10,340
153
$81.2K 0.06%
+10,670
154
$80.9K 0.06%
+21,412
155
$73.4K 0.06%
+10,304
156
$58K 0.04%
+21,251
157
$29.9K 0.02%
+10,576
158
$21.4K 0.02%
+11,518
159
$1.12K ﹤0.01%
+10,190