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
$111M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$280K
3
+$253K
4
ESRX
Express Scripts Holding Company
ESRX
+$209K
5
IBB icon
iShares Biotechnology ETF
IBB
+$204K

Top Sells

1
+$233K
2
+$204K
3
+$202K
4
D icon
Dominion Energy
D
+$201K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$200K

Sector Composition

1 Technology 12.28%
2 Healthcare 12.14%
3 Financials 10.31%
4 Industrials 10.08%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 1.21%
32,322
27
$1.35M 1.21%
8,830
28
$1.27M 1.14%
9,033
29
$1.18M 1.06%
12,420
30
$1.16M 1.05%
6,960
31
$1.06M 0.95%
15,625
32
$1.05M 0.94%
13,462
33
$1.03M 0.93%
4,224
34
$1.01M 0.9%
6,311
-157
35
$990K 0.89%
14,786
36
$959K 0.86%
31,150
+3,750
37
$945K 0.85%
11,349
38
$906K 0.81%
4,350
39
$903K 0.81%
12,313
40
$900K 0.81%
6,225
41
$898K 0.81%
18,981
42
$826K 0.74%
12,320
-1,000
43
$799K 0.72%
25,527
44
$786K 0.71%
13,223
45
$785K 0.7%
10,064
46
$785K 0.7%
20,400
47
$779K 0.7%
9,200
+150
48
$743K 0.67%
9,206
49
$735K 0.66%
3,053
50
$718K 0.64%
13,660
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