AWM

Aries Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$559K
3
+$519K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$279K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$259K

Top Sells

1
+$1.56M
2
+$397K
3
+$248K
4
ADM icon
Archer Daniels Midland
ADM
+$231K
5
CAG icon
Conagra Brands
CAG
+$205K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.08%
3 Consumer Staples 6.74%
4 Financials 6.58%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 1.05%
83,911
-1,125
27
$2.45M 1.01%
33,717
+790
28
$2.3M 0.94%
17,657
-9
29
$2.18M 0.9%
8,967
-130
30
$2.1M 0.86%
9,891
+20
31
$2.03M 0.83%
12,725
+175
32
$2.01M 0.82%
41,988
-1,536
33
$1.97M 0.81%
25,853
-260
34
$1.93M 0.79%
3,877
-10
35
$1.92M 0.79%
48,710
+6,082
36
$1.92M 0.79%
10,477
+191
37
$1.83M 0.75%
26,431
+105
38
$1.82M 0.75%
45,001
-18
39
$1.77M 0.73%
10,850
-123
40
$1.75M 0.72%
11,380
-146
41
$1.73M 0.71%
6,183
-84
42
$1.67M 0.68%
3,533
+47
43
$1.65M 0.68%
32,720
-31,000
44
$1.62M 0.67%
39,795
45
$1.61M 0.66%
21,035
+2
46
$1.57M 0.64%
34,800
+11,500
47
$1.55M 0.64%
84,520
+14,090
48
$1.55M 0.63%
11,787
49
$1.54M 0.63%
5,001
+114
50
$1.54M 0.63%
15,176
-120
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