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
$258M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$352K
2
+$243K
3
+$241K
4
ULTA icon
Ulta Beauty
ULTA
+$235K
5
ZBH icon
Zimmer Biomet
ZBH
+$225K

Top Sells

1
+$223K
2
+$218K
3
+$214K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$210K
5
CVS icon
CVS Health
CVS
+$184K

Sector Composition

1 Technology 15.83%
2 Healthcare 10.77%
3 Industrials 6.79%
4 Consumer Staples 6.61%
5 Financials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1%
34,667
+950
27
$2.57M 1%
17,672
+15
28
$2.54M 0.99%
82,878
-1,033
29
$2.51M 0.97%
4,813
-118
30
$2.24M 0.87%
8,945
-22
31
$2.11M 0.82%
11,830
+1,353
32
$2.07M 0.8%
3,849
-28
33
$1.97M 0.76%
49,819
+1,109
34
$1.96M 0.76%
25,853
35
$1.94M 0.75%
40,834
-1,154
36
$1.81M 0.7%
44,401
-600
37
$1.79M 0.7%
6,015
-168
38
$1.76M 0.68%
3,664
+131
39
$1.74M 0.67%
10,709
-671
40
$1.74M 0.67%
3,707
+6
41
$1.71M 0.66%
12,725
42
$1.69M 0.66%
10,740
-110
43
$1.65M 0.64%
15,176
44
$1.64M 0.64%
25,674
-757
45
$1.64M 0.64%
32,720
46
$1.62M 0.63%
4,755
-246
47
$1.61M 0.62%
34,800
48
$1.58M 0.61%
84,920
+400
49
$1.56M 0.6%
11,637
-150
50
$1.53M 0.59%
3,758
+52
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