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
$231M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$12.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.91M

Top Sells

1
+$15M
2
+$12.3M
3
+$10.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$8.13M
5
VO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 1.36%
8,681
+7,766
27
$2.83M 1.23%
+49,702
28
$2.64M 1.14%
+25,275
29
$2.55M 1.11%
+139,126
30
$2.23M 0.97%
+18,448
31
$2.15M 0.93%
+20,349
32
$2.14M 0.93%
+116,429
33
$2.02M 0.87%
+89,289
34
$1.71M 0.74%
+72,312
35
$1.47M 0.64%
+26,781
36
$1.42M 0.62%
+61,101
37
$1.33M 0.58%
7,612
-86,067
38
$1.31M 0.57%
+18,568
39
$1.24M 0.54%
7,600
-17,260
40
$1.15M 0.5%
+9,390
41
$866K 0.37%
+22,800
42
$831K 0.36%
2,696
-33,849
43
$822K 0.36%
15,896
-95,733
44
$811K 0.35%
+15,703
45
$770K 0.33%
+24,140
46
$768K 0.33%
+9,111
47
$704K 0.3%
+14,876
48
$691K 0.3%
3,114
-9,988
49
$627K 0.27%
1,860
-2,020
50
$571K 0.25%
+10,074
1
2
3 4 5