AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
This Quarter Return
-4.8%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
(-12%)
Cap. Flow
-$28.5M
Cap. Flow
% of AUM
-12.32%
Top 10 Holdings %
Top 10 Hldgs %
44.23%
Holding
245
New
55
Increased
5
Reduced
13
Closed
172
Top Buys
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$13.4M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$13.4M |
| 3 |
iShares US Real Estate ETF
IYR
|
$12.8M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.2M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$9.91M |
Top Sells
| 1 |
Apple
AAPL
|
$15M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$12.3M |
| 3 |
Microsoft
MSFT
|
$10.4M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$8.13M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$6.7M |
Sector Composition
| 1 | Technology | 1.45% |
| 2 | Financials | 0.84% |
| 3 | Consumer Discretionary | 0.82% |
| 4 | Utilities | 0.15% |
| 5 | Communication Services | 0.13% |
