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
$223M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$489K
3
+$455K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$422K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$403K

Top Sells

1
+$1.39M
2
+$362K
3
+$269K
4
AEP icon
American Electric Power
AEP
+$210K
5
NVTA
Invitae Corporation
NVTA
+$205K

Sector Composition

1 Technology 15.13%
2 Healthcare 10.13%
3 Industrials 7.04%
4 Financials 7.01%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.02%
43,335
+3,091
27
$2.26M 1.01%
15,872
+822
28
$2.21M 0.99%
4,620
+425
29
$2.1M 0.94%
16,700
+15
30
$2.05M 0.92%
24,980
-756
31
$2.03M 0.91%
44,198
+959
32
$1.96M 0.88%
30,591
+213
33
$1.96M 0.88%
8,840
+238
34
$1.96M 0.88%
16,111
+2,385
35
$1.86M 0.84%
22,690
36
$1.73M 0.78%
17,200
37
$1.6M 0.72%
8,556
+630
38
$1.59M 0.71%
12,538
39
$1.5M 0.68%
23,571
-400
40
$1.47M 0.66%
39,586
-925
41
$1.45M 0.65%
17,592
+1,333
42
$1.35M 0.61%
19,024
+114
43
$1.32M 0.59%
5,743
+40
44
$1.25M 0.56%
7,624
+532
45
$1.25M 0.56%
9,456
+1,451
46
$1.25M 0.56%
12,027
+71
47
$1.25M 0.56%
11,768
+2,048
48
$1.23M 0.55%
7,495
49
$1.22M 0.55%
15,373
-753
50
$1.22M 0.55%
23,714
+55
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