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
$150M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$515K
3
+$271K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$245K
5
TWTR
Twitter, Inc.
TWTR
+$238K

Top Sells

1
+$300K
2
+$268K
3
+$254K
4
MMM icon
3M
MMM
+$222K
5
AABA
Altaba Inc
AABA
+$221K

Sector Composition

1 Technology 13.48%
2 Healthcare 10.63%
3 Financials 7.96%
4 Industrials 7.51%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.13%
9,561
-256
27
$1.56M 1.04%
7,463
-40
28
$1.5M 1%
12,935
-31
29
$1.46M 0.97%
18,049
+693
30
$1.44M 0.96%
12,389
-115
31
$1.38M 0.92%
40,337
-2,740
32
$1.38M 0.92%
22,680
-160
33
$1.26M 0.84%
8,169
-180
34
$1.25M 0.83%
40,748
+4,000
35
$1.23M 0.82%
23,827
-1,380
36
$1.2M 0.79%
20,844
+1,378
37
$1.16M 0.77%
4,096
-30
38
$1.15M 0.76%
8,687
-1,680
39
$1.14M 0.75%
7,315
+67
40
$1.1M 0.73%
23,725
-42
41
$1.09M 0.72%
13,652
+120
42
$1.04M 0.69%
14,770
-78
43
$989K 0.66%
6,049
44
$956K 0.64%
12,320
45
$913K 0.61%
3,068
-24
46
$908K 0.6%
18,000
+10,200
47
$897K 0.6%
6,899
-22
48
$895K 0.6%
19,776
-430
49
$863K 0.57%
9,192
-195
50
$830K 0.55%
5,109
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