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
$232M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$857K
3
+$584K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$529K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$477K

Top Sells

1
+$1.12M
2
+$1.08M
3
+$352K
4
XOM icon
Exxon Mobil
XOM
+$318K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$296K

Sector Composition

1 Technology 13.47%
2 Healthcare 12.37%
3 Consumer Staples 7.19%
4 Financials 7.12%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.04%
10,933
+100
27
$2.37M 1.02%
32,927
+2,447
28
$2.37M 1.02%
17,666
+1,217
29
$2.37M 1.02%
20,756
+1,071
30
$2.04M 0.88%
39,795
-6
31
$2.03M 0.88%
43,524
+10,209
32
$2.03M 0.87%
12,550
+150
33
$2M 0.86%
9,097
+211
34
$1.97M 0.85%
10,973
+59
35
$1.96M 0.85%
26,113
-1,696
36
$1.92M 0.83%
22,690
37
$1.89M 0.82%
26,326
+661
38
$1.85M 0.8%
3,486
+9
39
$1.77M 0.76%
3,887
+135
40
$1.75M 0.76%
45,019
-1,712
41
$1.75M 0.75%
11,526
+3,482
42
$1.74M 0.75%
10,286
-571
43
$1.68M 0.72%
15,296
44
$1.66M 0.72%
11,787
45
$1.65M 0.71%
6,267
+157
46
$1.62M 0.7%
7,332
-30
47
$1.62M 0.7%
42,628
48
$1.58M 0.68%
21,033
-2,243
49
$1.51M 0.65%
4,887
+1,484
50
$1.34M 0.58%
11,494
+90
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