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
$236M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$609K
3
+$281K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$252K
5
CARR icon
Carrier Global
CARR
+$211K

Top Sells

1
+$968K
2
+$240K
3
+$237K
4
EDIT icon
Editas Medicine
EDIT
+$227K
5
NWN icon
Northwest Natural Holdings
NWN
+$210K

Sector Composition

1 Technology 15.12%
2 Healthcare 10.13%
3 Financials 7%
4 Industrials 6.38%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 1.02%
15,970
-57
27
$2.39M 1.01%
47,831
+2,250
28
$2.33M 0.99%
48,054
+1,650
29
$2.25M 0.95%
29,996
30
$2.21M 0.94%
16,788
+265
31
$2.11M 0.89%
25,783
+662
32
$1.97M 0.83%
23,860
+2,178
33
$1.85M 0.78%
8,972
+45
34
$1.85M 0.78%
15,661
-450
35
$1.75M 0.74%
17,200
36
$1.73M 0.73%
22,690
37
$1.71M 0.72%
39,739
38
$1.64M 0.69%
12,329
-105
39
$1.61M 0.68%
30,301
-485
40
$1.58M 0.67%
3,525
+124
41
$1.55M 0.66%
26,172
+1,800
42
$1.49M 0.63%
8,781
+160
43
$1.47M 0.62%
27,900
+1,900
44
$1.44M 0.61%
19,650
+262
45
$1.43M 0.61%
9,861
+295
46
$1.41M 0.6%
5,838
-4
47
$1.39M 0.59%
15,519
+1,308
48
$1.32M 0.56%
7,584
+60
49
$1.3M 0.55%
23,852
50
$1.29M 0.54%
11,938
+35
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2
3 4 5