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
$94.3M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$361K
3
+$348K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$333K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$331K

Top Sells

1
+$476K
2
+$344K
3
+$309K
4
GS icon
Goldman Sachs
GS
+$280K
5
TXT icon
Textron
TXT
+$270K

Sector Composition

1 Healthcare 12.32%
2 Technology 10.78%
3 Financials 10.17%
4 Industrials 8.74%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 1.3%
23,628
27
$1.22M 1.29%
12,449
+383
28
$1.19M 1.26%
22,800
-520
29
$1.15M 1.21%
12,420
30
$1.14M 1.21%
9,033
31
$1.14M 1.21%
15,625
32
$1.11M 1.18%
14,249
+787
33
$1.05M 1.11%
34,450
+3,300
34
$1.04M 1.1%
11,309
-40
35
$955K 1.01%
4,269
+45
36
$928K 0.98%
4,885
+535
37
$891K 0.94%
12,313
38
$891K 0.94%
18,981
39
$882K 0.94%
14,826
+40
40
$808K 0.86%
26,007
+480
41
$799K 0.85%
6,049
-262
42
$791K 0.84%
10,064
43
$706K 0.75%
12,320
44
$691K 0.73%
5,349
+16
45
$686K 0.73%
9,206
46
$682K 0.72%
9,200
47
$642K 0.68%
5,911
-314
48
$635K 0.67%
3,117
+326
49
$629K 0.67%
13,660
50
$605K 0.64%
20,400
1
2
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