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
$226M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$583K
3
+$521K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$500K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$374K

Top Sells

1
+$4.95M
2
+$874K
3
+$507K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$285K
5
DLTR icon
Dollar Tree
DLTR
+$238K

Sector Composition

1 Technology 14.52%
2 Healthcare 12.06%
3 Financials 6.96%
4 Consumer Staples 6.9%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 1.03%
38,779
+6,252
27
$2.22M 0.98%
19,685
+2,056
28
$2.17M 0.96%
30,480
+3,225
29
$2.07M 0.92%
16,449
+65
30
$2.06M 0.91%
27,809
-1,940
31
$1.99M 0.88%
25,665
+212
32
$1.97M 0.87%
22,690
33
$1.97M 0.87%
10,914
-263
34
$1.93M 0.85%
3,477
+14
35
$1.9M 0.84%
8,886
-76
36
$1.88M 0.83%
3,752
+113
37
$1.85M 0.82%
39,801
+62
38
$1.81M 0.8%
12,400
+152
39
$1.74M 0.77%
23,276
+2,450
40
$1.67M 0.74%
6,110
+242
41
$1.66M 0.73%
46,731
-24,650
42
$1.65M 0.73%
10,857
+549
43
$1.63M 0.72%
11,787
44
$1.59M 0.7%
33,315
45
$1.58M 0.7%
7,362
+295
46
$1.51M 0.67%
15,296
-108
47
$1.46M 0.64%
42,628
+20,075
48
$1.36M 0.6%
5,609
49
$1.32M 0.59%
4,094
50
$1.32M 0.58%
3,643
+67
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