AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
1-Year Est. Return
17.41%
1 Year Est. Return
+17.41%
AUM
$368M
AUM Growth
+$5.07M
(+1.4%)
Holding
237
Top Buys
| 1 | +$1.57M | |
| 2 | +$1.07M | |
| 3 | +$715K | |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$674K |
| 5 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$634K |
Top Sells
| 1 | +$1.19M | |
| 2 | +$756K | |
| 3 | +$430K | |
| 4 |
Apple
AAPL
|
+$378K |
| 5 |
Novo Nordisk
NVO
|
+$375K |
Sector Composition
| 1 | Technology | 14% |
| 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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WW
226
DELISTED
WW International
WW
| $5.23K | ﹤0.01% |
10,000
|
|
||
227
Blackstone
BX
$123B
| – | – |
-1,333
|
|
||
228
Dell
DELL
$101B
| – | – |
-1,881
|
|
||
229
fuboTV
FUBO
$1.26B
| – | – |
-10,000
|
|
||
230
Hexcel
HXL
$4.87B
| – | – |
-3,500
|
|
||
231
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
| – | – |
-9,773
|
|
||
232
Morgan Stanley
MS
$255B
| – | – |
-1,708
|
|
||
|
233
Novo Nordisk
NVO
$249B
| – | – |
-4,356
|
|
||
234
Invesco Water Resources ETF
PHO
$2.27B
| – | – |
-3,200
|
|
||
235
Trex
TREX
$5.47B
| – | – |
-17,200
|
|
||
236
Unilever
UL
$152B
| – | – |
-5,219
|
|
||
|
HYZNW
237
DELISTED
Hyzon Motors Inc. Warrants
HYZNW
| – | – |
-10,000
|
|