AWM

Aries Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 17.41%
This Quarter Est. Return
1 Year Est. Return
+17.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
-$592K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$914K
3
+$490K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$459K
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$401K

Top Sells

1
+$495K
2
+$469K
3
+$402K
4
TD icon
Toronto Dominion Bank
TD
+$399K
5
CMCSA icon
Comcast
CMCSA
+$298K

Sector Composition

1 Technology 15.02%
2 Healthcare 7.25%
3 Financials 6.84%
4 Industrials 6.57%
5 Consumer Discretionary 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-15,000
227
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-7,131
228
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-2,341
229
– –
-1,477
230
– –
-13,500
231
– –
-2,616
232
– –
-3,125
233
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-5,258
234
– –
-6,305
235
– –
-475
6 7 8 9
10