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
$255M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$715K
3
+$568K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$516K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$419K

Top Sells

1
+$3.15M
2
+$513K
3
+$351K
4
LHX icon
L3Harris
LHX
+$260K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$250K

Sector Composition

1 Technology 15.54%
2 Healthcare 10.63%
3 Industrials 6.92%
4 Financials 6.72%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 1.01%
16,083
+370
27
$2.42M 0.95%
78,878
-4,000
28
$2.41M 0.94%
4,940
+127
29
$2.25M 0.88%
3,924
+75
30
$2.15M 0.84%
3,485
-222
31
$2.12M 0.83%
3,937
+273
32
$2.09M 0.82%
11,737
-93
33
$2.09M 0.82%
8,937
-8
34
$1.99M 0.78%
26,513
+660
35
$1.96M 0.77%
51,419
+1,600
36
$1.95M 0.76%
13,260
+535
37
$1.94M 0.76%
108,274
+23,354
38
$1.92M 0.75%
11,590
+850
39
$1.77M 0.69%
44,979
+578
40
$1.72M 0.67%
10,912
+203
41
$1.67M 0.65%
4,810
+55
42
$1.62M 0.64%
11,662
+25
43
$1.61M 0.63%
6,432
+417
44
$1.59M 0.62%
3,978
+220
45
$1.57M 0.62%
7,349
+132
46
$1.57M 0.61%
16,758
+6,069
47
$1.52M 0.59%
34,800
48
$1.48M 0.58%
25,882
+208
49
$1.42M 0.55%
42,555
+1,696
50
$1.41M 0.55%
29,935
-10,899
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