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
$108M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$288K
2
+$283K
3
+$282K
4
APA icon
APA Corp
APA
+$233K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$225K

Top Sells

1
+$1.1M
2
+$316K
3
+$248K
4
GS icon
Goldman Sachs
GS
+$205K
5
JNJ icon
Johnson & Johnson
JNJ
+$126K

Sector Composition

1 Healthcare 11.42%
2 Technology 11.32%
3 Industrials 10.63%
4 Financials 10.28%
5 Consumer Staples 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 1.17%
8,830
+250
27
$1.26M 1.16%
18,287
+880
28
$1.22M 1.13%
32,322
-162
29
$1.15M 1.06%
12,420
-950
30
$1.1M 1.01%
6,960
31
$1.05M 0.97%
13,462
-115
32
$991K 0.92%
14,786
-380
33
$991K 0.92%
4,224
+90
34
$990K 0.92%
6,468
35
$982K 0.91%
15,625
-335
36
$919K 0.85%
13,320
37
$918K 0.85%
11,349
-1,021
38
$913K 0.84%
18,981
-400
39
$862K 0.8%
6,225
40
$843K 0.78%
27,400
+9,150
41
$813K 0.75%
13,223
+1,500
42
$807K 0.75%
12,313
-1,084
43
$793K 0.73%
20,400
44
$786K 0.73%
10,064
-14,115
45
$783K 0.72%
13,660
46
$780K 0.72%
4,350
47
$759K 0.7%
25,527
48
$754K 0.7%
9,206
-278
49
$751K 0.69%
3,053
50
$745K 0.69%
5,333
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