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
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$726K
3
+$532K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$516K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$406K

Top Sells

1
+$496K
2
+$291K
3
+$269K
4
RTN
Raytheon Company
RTN
+$222K
5
CHD icon
Church & Dwight Co
CHD
+$215K

Sector Composition

1 Technology 16.27%
2 Healthcare 10.75%
3 Consumer Staples 6.51%
4 Consumer Discretionary 6.37%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.06%
28,402
+2,080
27
$1.67M 1.02%
23,480
+340
28
$1.58M 0.97%
16,493
+5,549
29
$1.54M 0.94%
13,312
-199
30
$1.53M 0.93%
4,214
+163
31
$1.49M 0.91%
8,547
+363
32
$1.49M 0.91%
42,138
+20,513
33
$1.49M 0.91%
37,540
+1,725
34
$1.47M 0.9%
29,000
+8,000
35
$1.43M 0.87%
24,367
+320
36
$1.4M 0.85%
14,887
+527
37
$1.31M 0.8%
15,859
38
$1.27M 0.78%
41,049
+712
39
$1.26M 0.77%
13,748
+96
40
$1.18M 0.72%
13,262
+1,210
41
$1.18M 0.72%
25,349
+35
42
$1.17M 0.71%
15,986
+806
43
$1.14M 0.7%
18,791
+2,427
44
$1.12M 0.68%
17,200
45
$1.04M 0.63%
5,633
+266
46
$1M 0.61%
7,705
-209
47
$978K 0.6%
3,226
+143
48
$954K 0.58%
9,720
+300
49
$922K 0.56%
9,400
+173
50
$909K 0.55%
7,182
-195
1
2
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