AWM
Aries Wealth Management Portfolio holdings
AUM
$452M
1-Year Est. Return
22.03%
This Fund
S&P 500
1 Year Est. Return
+22.03%
AUM
$452M
AUM Growth
+$29M
(+6.9%)
Holding
242
Top Buys
| 1 | +$6.68M | |
| 2 | +$1.91M | |
| 3 | +$1.62M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.54M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$1.51M |
Top Sells
| 1 | +$753K | |
| 2 | +$406K | |
| 3 | +$278K | |
| 4 |
Constellation Brands
STZ
|
+$276K |
| 5 |
NVIDIA
NVDA
|
+$270K |
Sector Composition
| 1 | Technology | 13.9% |
| 2 | Healthcare | 6.82% |
| 3 | Industrials | 6.59% |
| 4 | Financials | 5.97% |
| 5 | Consumer Discretionary | 5.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GSOL
226
Grayscale Solana Staking ETF Shares
GSOL
$43.7M
| $104K | 0.02% |
+11,450
|
|
||
227
Coty
COTY
$2.21B
| $61.6K | 0.01% |
+20,000
|
|
||
228
NIO
NIO
$12.3B
| $51K | 0.01% |
10,000
|
|
||
229
Editas Medicine
EDIT
$215M
| $25.6K | 0.01% |
12,500
|
|
||
230
FuboTV Inc
FUBO
$413M
| $25.2K | 0.01% |
+10,000
|
|
||
|
ABTC
231
American Bitcoin Corp
ABTC
$946M
| $17K | ﹤0.01% |
+10,000
|
|
||
|
CGC
232
Canopy Growth
CGC
$423M
| $11.4K | ﹤0.01% |
+10,020
|
|
||
233
TScan Therapeutics
TCRX
$60.2M
| $10K | ﹤0.01% |
10,000
|
|
||
234
BWX Technologies
BWXT
$18.8B
| – | – |
-1,142
|
|
||
235
Carrier Global
CARR
$53.8B
| – | – |
-3,760
|
|
||
236
Deere & Co
DE
$171B
| – | – |
-479
|
|
||
237
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
| – | – |
-2,422
|
|
||
238
GE HealthCare
GEHC
$38.4B
| – | – |
-2,746
|
|
||
239
Genuine Parts
GPC
$16.4B
| – | – |
-1,638
|
|
||
240
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.82B
| – | – |
-4,734
|
|
||
|
241
Constellation Brands
STZ
$27.4B
| – | – |
-2,049
|
|
||
242
Trade Desk
TTD
$11.5B
| – | – |
-4,700
|
|