AWM
Aries Wealth Management Portfolio holdings
AUM $368M
AUM
$368M
AUM Growth
+$5.07M (+1%)
Cap. Flow
+$13.9M
Cap. Flow % of AUM
3.78%
Top 10 Holdings %Top 10 Hldgs %
30.53%
Holding
237
New
14
Increased
92
Reduced
47
Closed
11
Top Buys
| 1 | $1.57M | |
| 2 | $1.07M | |
| 3 | $715K | |
| 4 | $674K | |
| 5 | $634K |
Top Sells
| 1 | $756K | |
| 2 | $430K | |
| 3 | $378K | |
| 4 | $280K | |
| 5 | $226K |
Sector Composition
| 1 | Technology | 14.07% |
| 2 | Healthcare | 8.04% |
| 3 | Financials | 6.85% |
| 4 | Industrials | 5.85% |
| 5 | Consumer Discretionary | 5.56% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $5.23K | 0% | 10,000 | – | – | |||
| $0 | 0% | 0 -1,881 | Closed | – | |||
| $0 | 0% | 0 -10,000 | Closed | – | |||
| $0 | 0% | 0 -3,500 | Closed | – | |||
| $0 | 0% | 0 -9,773 | Closed | – | |||
| $0 | 0% | 0 -1,708 | Closed | – | |||
| $0 | 0% | 0 -4,356 | Closed | – | |||
| $0 | 0% | 0 -3,200 | Closed | – | |||
| $0 | 0% | 0 -17,200 | Closed | – | |||
| $0 | 0% | 0 -5,219 | Closed | – | |||
| $0 | 0% | 0 -10,000 | Closed | – | |||
| $0 | 0% | 0 -1,333 | Closed | – |
