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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
201
$241K 0.11%
+1,781
202
$240K 0.11%
4,524
+2
203
$239K 0.11%
718
-170
204
$238K 0.11%
+14,323
205
$238K 0.11%
1,344
+143
206
$236K 0.11%
382
-1
207
$236K 0.11%
+1,517
208
$234K 0.1%
10,000
209
$233K 0.1%
3,487
-51
210
$231K 0.1%
27,506
+7,461
211
$230K 0.1%
795
212
$229K 0.1%
2,970
-15
213
$228K 0.1%
+269
214
$224K 0.1%
+1,426
215
$224K 0.1%
1,442
-193
216
$222K 0.1%
+1,138
217
$221K 0.1%
4,653
218
$218K 0.1%
+3,209
219
$218K 0.1%
+918
220
$214K 0.1%
2,529
-493
221
$211K 0.09%
+1,071
222
$211K 0.09%
+722
223
$210K 0.09%
+2,850
224
$208K 0.09%
+4,725
225
$208K 0.09%
+2,731
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