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
$200M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$585K
3
+$399K
4
EDIT icon
Editas Medicine
EDIT
+$362K
5
KOD icon
Kodiak Sciences
KOD
+$308K

Top Sells

1
+$269K
2
+$213K
3
+$209K
4
AAPL icon
Apple
AAPL
+$186K
5
XOM icon
Exxon Mobil
XOM
+$172K

Sector Composition

1 Technology 15.02%
2 Healthcare 10.75%
3 Industrials 6.75%
4 Consumer Staples 6.33%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.07%
4,195
-64
27
$2.13M 1.06%
25,736
28
$2.11M 1.05%
40,244
+214
29
$2.02M 1.01%
14,867
-70
30
$1.96M 0.98%
16,685
+160
31
$1.85M 0.93%
43,239
+1,013
32
$1.8M 0.9%
8,602
33
$1.75M 0.87%
22,690
-1,000
34
$1.57M 0.78%
30,378
-3,319
35
$1.54M 0.77%
12,538
-251
36
$1.53M 0.77%
13,726
-22
37
$1.53M 0.76%
17,200
38
$1.5M 0.75%
40,511
-2,177
39
$1.5M 0.75%
23,971
+380
40
$1.42M 0.71%
7,926
-300
41
$1.35M 0.68%
16,259
+400
42
$1.33M 0.66%
16,126
43
$1.29M 0.65%
18,910
+85
44
$1.23M 0.62%
5,703
45
$1.22M 0.61%
3,297
+8
46
$1.17M 0.59%
8,005
47
$1.1M 0.55%
7,092
48
$1.08M 0.54%
11,956
-604
49
$1.08M 0.54%
11,838
+122
50
$1.07M 0.53%
23,659
-1,690
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