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
$134M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.69M
3
+$1.47M
4
HD icon
Home Depot
HD
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.31M

Top Sells

1
+$541K
2
+$279K
3
+$272K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$201K
5
META icon
Meta Platforms (Facebook)
META
+$185K

Sector Composition

1 Technology 13.87%
2 Healthcare 12.67%
3 Industrials 9.07%
4 Financials 8.5%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.16%
24,007
+2,714
27
$1.55M 1.16%
9,946
-25
28
$1.54M 1.15%
12,476
-75
29
$1.44M 1.07%
13,340
-297
30
$1.42M 1.06%
7,488
+465
31
$1.36M 1.01%
17,016
+2,767
32
$1.35M 1.01%
23,020
+220
33
$1.31M 0.98%
12,919
+470
34
$1.28M 0.96%
23,767
+11,021
35
$1.21M 0.9%
25,348
+1,720
36
$1.2M 0.9%
8,378
-655
37
$1.14M 0.85%
4,156
-113
38
$1.08M 0.81%
13,532
+1,219
39
$1.07M 0.8%
34,800
+350
40
$1.06M 0.79%
+20,180
41
$1.02M 0.77%
7,307
+1,958
42
$1.02M 0.76%
14,921
+95
43
$961K 0.72%
6,049
44
$953K 0.71%
11,820
-600
45
$852K 0.64%
12,320
46
$826K 0.62%
+18,434
47
$818K 0.61%
5,085
+200
48
$816K 0.61%
+5,109
49
$800K 0.6%
9,500
+300
50
$777K 0.58%
9,764
-300
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