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
$220M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.68M
3
+$8.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$6.88M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.65M

Top Sells

1
+$13.4M
2
+$13.4M
3
+$12.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$9.22M

Sector Composition

1 Technology 14.43%
2 Healthcare 11.9%
3 Consumer Staples 6.79%
4 Financials 6.52%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 1.07%
+10,833
27
$2.27M 1.03%
+29,749
28
$2.08M 0.95%
+39,739
29
$1.97M 0.89%
+17,629
30
$1.96M 0.89%
+25,453
31
$1.91M 0.87%
+27,255
32
$1.88M 0.85%
+12,248
33
$1.86M 0.85%
+32,527
34
$1.84M 0.84%
+16,384
35
$1.8M 0.82%
+22,690
36
$1.78M 0.81%
+3,463
37
$1.74M 0.79%
+3,639
38
$1.74M 0.79%
+10,308
39
$1.67M 0.76%
+15,404
40
$1.67M 0.76%
+33,315
41
$1.66M 0.76%
+11,787
42
$1.64M 0.75%
+10,192
43
$1.63M 0.74%
+8,962
44
$1.62M 0.73%
+11,177
45
$1.6M 0.73%
+20,826
46
$1.45M 0.66%
+5,868
47
$1.39M 0.63%
+7,067
48
$1.27M 0.58%
+15,897
49
$1.18M 0.53%
+5,609
50
$1.18M 0.53%
+12,231
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