AWM
Aries Wealth Management Portfolio holdings
AUM
$452M
1-Year Est. Return
22.04%
This Fund
S&P 500
1 Year Est. Return
+22.04%
AUM
$423M
AUM Growth
+$40M
(+10%)
Holding
232
Top Buys
| 1 | +$3.19M | |
| 2 | +$1.11M | |
| 3 | +$515K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$463K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$428K |
Top Sells
| 1 | +$218K | |
| 2 | +$214K | |
| 3 | +$195K | |
| 4 |
Broadcom
AVGO
|
+$170K |
| 5 |
Apple
AAPL
|
+$168K |
Sector Composition
| 1 | Technology | 14.89% |
| 2 | Industrials | 6.64% |
| 3 | Healthcare | 6.47% |
| 4 | Financials | 6.36% |
| 5 | Consumer Discretionary | 5.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
BWX Technologies
BWXT
$18.6B
| $211K | 0.05% |
+1,142
|
|
||
227
GE HealthCare
GEHC
$31.6B
| $206K | 0.05% |
+2,746
|
|
||
228
Quanta Services
PWR
$82.3B
| $203K | 0.05% |
+490
|
|
||
229
NIO
NIO
$13.4B
| $76.2K | 0.02% |
+10,000
|
|
||
230
Editas Medicine
EDIT
$218M
| $43.4K | 0.01% |
12,500
-1,000
|
|
||
231
TScan Therapeutics
TCRX
$56.2M
| $18.2K | ﹤0.01% |
10,000
|
|
||
232
Zoetis
ZTS
$47.8B
| – | – |
-1,375
|
|