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
$164M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$603K
3
+$260K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$232K
5
SPLK
Splunk Inc
SPLK
+$232K

Top Sells

1
+$566K
2
+$430K
3
+$377K
4
TWTR
Twitter, Inc.
TWTR
+$238K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$206K

Sector Composition

1 Technology 14.34%
2 Healthcare 11.1%
3 Financials 7.98%
4 Industrials 7.34%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.09%
12,935
27
$1.75M 1.07%
13,634
28
$1.58M 0.97%
22,680
29
$1.54M 0.94%
24,472
+645
30
$1.51M 0.92%
18,549
+500
31
$1.49M 0.91%
12,389
32
$1.49M 0.91%
40,337
33
$1.48M 0.9%
48,073
+7,325
34
$1.46M 0.89%
8,169
35
$1.31M 0.8%
4,036
-60
36
$1.26M 0.77%
8,466
-221
37
$1.25M 0.77%
21,589
+745
38
$1.18M 0.72%
13,652
39
$1.15M 0.7%
7,315
40
$1.13M 0.69%
23,725
41
$1.06M 0.65%
21,000
+3,000
42
$1.03M 0.63%
4,993
43
$1.01M 0.62%
14,770
44
$1M 0.61%
6,899
45
$991K 0.6%
12,274
+2,875
46
$982K 0.6%
20,334
+558
47
$970K 0.59%
5,464
-585
48
$943K 0.58%
4,663
-2,800
49
$936K 0.57%
9,192
50
$932K 0.57%
10,420
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