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
$364M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.45M
3
+$1.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.37M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.23M

Top Sells

1
+$726K
2
+$427K
3
+$337K
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$297K
5
CSCO icon
Cisco
CSCO
+$274K

Sector Composition

1 Technology 14.84%
2 Healthcare 8.46%
3 Industrials 6.72%
4 Financials 6.6%
5 Consumer Discretionary 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48.6K 0.01%
+15,000
227
$47.2K 0.01%
13,850
228
$14.2K ﹤0.01%
10,000
-5,000
229
$14.2K ﹤0.01%
750
-100
230
$8.71K ﹤0.01%
1,250
-50
231
$195 ﹤0.01%
10,000
232
– –
-2,197
233
– –
-520
234
– –
-733
6 7 8 9
10