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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
176
$290K 0.13%
1,487
-141
177
$288K 0.13%
4,840
178
$285K 0.13%
848
-188
179
$284K 0.13%
3,995
-269
180
$283K 0.13%
5,029
181
$280K 0.13%
+474
182
$280K 0.13%
501
-3
183
$279K 0.13%
+4,728
184
$276K 0.12%
4,228
+36
185
$270K 0.12%
7,271
+4
186
$266K 0.12%
+2,191
187
$264K 0.12%
+476
188
$263K 0.12%
+1,452
189
$260K 0.12%
11,039
+167
190
$260K 0.12%
3,212
-981
191
$259K 0.12%
+772
192
$257K 0.12%
+4,301
193
$256K 0.11%
+2,803
194
$255K 0.11%
21,302
195
$253K 0.11%
8,508
+2,091
196
$251K 0.11%
1,059
197
$246K 0.11%
16,792
198
$242K 0.11%
13,322
-568
199
$242K 0.11%
+838
200
$242K 0.11%
1,271
-127
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8
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