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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$3.96M
3
+$3.88M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.19M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.18M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.22%
2 Technology 10.75%
3 Industrials 10.24%
4 Financials 10.12%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.19%
+7,310
27
$1.21M 1.12%
+10,714
28
$1.15M 1.06%
+14,896
29
$1.14M 1.05%
+32,484
30
$1.13M 1.04%
+12,370
31
$1.07M 0.99%
+13,577
32
$1.02M 0.94%
+17,780
33
$984K 0.91%
+6,468
34
$958K 0.88%
+4,350
35
$951K 0.88%
+16,270
36
$886K 0.82%
+7,221
37
$877K 0.81%
+13,660
38
$870K 0.8%
+4,074
39
$869K 0.8%
+19,381
40
$868K 0.8%
+13,320
41
$860K 0.79%
+11,605
42
$849K 0.78%
+7,886
43
$838K 0.77%
+24,027
44
$808K 0.74%
+2,946
45
$795K 0.73%
+13,397
46
$790K 0.73%
+5,333
47
$746K 0.69%
+9,484
48
$736K 0.68%
+9,211
49
$702K 0.65%
+4,520
50
$695K 0.64%
+11,723
1
2
3 4 5