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
$103M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$410K
3
+$316K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$277K
5
IBM icon
IBM
IBM
+$253K

Top Sells

1
+$252K
2
+$239K
3
+$233K
4
NEE icon
NextEra Energy
NEE
+$224K
5
MCK icon
McKesson
MCK
+$218K

Sector Composition

1 Technology 11.36%
2 Healthcare 11.13%
3 Financials 10.58%
4 Industrials 10.06%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 1.21%
13,370
-202
27
$1.23M 1.19%
17,407
+5,802
28
$1.2M 1.16%
23,120
+5,340
29
$1.13M 1.1%
6,960
-350
30
$1.11M 1.08%
9,196
+1,975
31
$1.11M 1.07%
32,484
32
$1.09M 1.05%
15,166
+270
33
$1.06M 1.03%
13,577
34
$994K 0.96%
19,381
35
$969K 0.94%
12,370
36
$925K 0.9%
6,225
+1,705
37
$903K 0.87%
6,468
38
$890K 0.86%
4,134
+60
39
$866K 0.84%
13,320
40
$860K 0.83%
15,960
-310
41
$792K 0.77%
13,397
42
$739K 0.72%
4,350
43
$736K 0.71%
25,527
+1,500
44
$727K 0.7%
3,053
+107
45
$721K 0.7%
5,333
46
$719K 0.7%
13,660
47
$711K 0.69%
9,484
48
$709K 0.69%
11,723
+2,950
49
$659K 0.64%
11,723
50
$616K 0.6%
9,197
+1,043
1
2
3 4 5