AWM
Aries Wealth Management Portfolio holdings
AUM
$423M
1-Year Est. Return
19.24%
1 Year Est. Return
+19.24%
AUM
$383M
AUM Growth
+$14.4M
(+3.9%)
Holding
234
Top Buys
| 1 | +$1.25M | |
| 2 | +$928K | |
| 3 | +$636K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$541K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$473K |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.09M | |
| 3 | +$1.04M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$769K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$680K |
Sector Composition
| 1 | Technology | 14.97% |
| 2 | Financials | 6.74% |
| 3 | Healthcare | 6.49% |
| 4 | Industrials | 6.37% |
| 5 | Consumer Discretionary | 5.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Nike
NKE
$94.9B
| – | – |
-3,244
|
|
||
227
Omnicom Group
OMC
$13.9B
| – | – |
-2,472
|
|
||
228
FlexShares Quality Dividend Index Fund
QDF
$1.98B
| – | – |
-5,617
|
|
||
229
Stem
STEM
$140M
| – | – |
-2,500
|
|
||
230
Tesla
TSLA
$1.34T
| – | – |
-1,000
|
|
||
231
United Parcel Service
UPS
$81.4B
| – | – |
-1,956
|
|
||
|
WW
232
DELISTED
WW International
WW
| – | – |
-10,000
|
|
||
233
Industrial Select Sector SPDR Fund
XLI
$23.5B
| – | – |
-3,560
|
|
||
234
Consumers Staples Select Sector SPDR Fund
XLP
$15.1B
| – | – |
-3,723
|
|