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
$176M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$680K
3
+$625K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$610K
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$411K

Top Sells

1
+$1.44M
2
+$652K
3
+$559K
4
VUG icon
Vanguard Growth ETF
VUG
+$546K
5
LOW icon
Lowe's Companies
LOW
+$312K

Sector Composition

1 Technology 15.61%
2 Healthcare 10.59%
3 Consumer Staples 7.03%
4 Consumer Discretionary 6.42%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.07%
4,259
+45
27
$1.75M 0.99%
33,697
-810
28
$1.74M 0.99%
23,800
+320
29
$1.73M 0.98%
40,030
+2,490
30
$1.71M 0.97%
16,525
+32
31
$1.66M 0.94%
8,602
+55
32
$1.63M 0.93%
42,226
+88
33
$1.5M 0.85%
13,748
34
$1.49M 0.84%
12,789
-523
35
$1.49M 0.84%
42,688
+1,639
36
$1.44M 0.82%
14,937
+50
37
$1.42M 0.81%
23,591
-776
38
$1.31M 0.75%
15,859
39
$1.25M 0.71%
5,703
+70
40
$1.24M 0.71%
16,126
+140
41
$1.24M 0.7%
23,690
-2,500
42
$1.23M 0.7%
17,200
43
$1.2M 0.68%
18,825
+34
44
$1.17M 0.66%
3,289
+63
45
$1.03M 0.59%
7,705
46
$1.02M 0.58%
8,226
+375
47
$1M 0.57%
8,005
-1,395
48
$998K 0.57%
25,349
49
$927K 0.53%
12,560
+29
50
$851K 0.48%
9,720
1
2
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