AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.7M
3
+$8.88M
4
VB icon
Vanguard Small-Cap ETF
VB
+$7.54M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$6.19M

Top Sells

1
+$13.4M
2
+$13.4M
3
+$12.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$9.22M

Sector Composition

1 Technology 14.43%
2 Healthcare 11.9%
3 Consumer Staples 6.79%
4 Financials 6.52%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-5,756
227
– –
-4,170
228
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-25,275
229
– –
-23,027
230
– –
-4,428
231
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-9,111
232
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-118,411
233
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-969
6 7 8 9
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