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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
151
$331K 0.15%
658
+59
152
$329K 0.15%
3,870
-925
153
$327K 0.15%
2,508
-106
154
$323K 0.14%
4,290
+4
155
$323K 0.14%
1,753
-2
156
$319K 0.14%
703
+197
157
$316K 0.14%
14,950
158
$315K 0.14%
3,128
-1,591
159
$313K 0.14%
5,802
160
$311K 0.14%
3,973
161
$310K 0.14%
45,680
-466
162
$309K 0.14%
+1,246
163
$308K 0.14%
+2,027
164
$307K 0.14%
6,132
165
$306K 0.14%
18,379
+3,439
166
$305K 0.14%
1,365
-186
167
$304K 0.14%
910
-467
168
$303K 0.14%
2,297
169
$301K 0.14%
+8,354
170
$299K 0.13%
1,490
+117
171
$298K 0.13%
13,040
172
$298K 0.13%
41,898
+9,273
173
$293K 0.13%
23,585
-717
174
$293K 0.13%
951
+225
175
$290K 0.13%
6,396
+27
5 6
7
8 9