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
$280M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.48M
3
+$1.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$813K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$765K

Top Sells

1
+$802K
2
+$707K
3
+$448K
4
HD icon
Home Depot
HD
+$437K
5
PG icon
Procter & Gamble
PG
+$308K

Sector Composition

1 Technology 15.39%
2 Healthcare 9.76%
3 Industrials 6.9%
4 Financials 6.68%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 0.97%
16,024
-59
27
$2.62M 0.94%
4,941
+1
28
$2.6M 0.93%
135,984
+27,710
29
$2.52M 0.9%
62,759
+11,340
30
$2.45M 0.87%
3,717
-207
31
$2.44M 0.87%
12,765
+1,028
32
$2.41M 0.86%
78,878
33
$2.33M 0.83%
8,913
-24
34
$2.1M 0.75%
3,984
+47
35
$2.03M 0.72%
13,078
-182
36
$2M 0.71%
3,433
-52
37
$1.93M 0.69%
24,931
-1,582
38
$1.9M 0.68%
11,637
-25
39
$1.86M 0.66%
10,919
+7
40
$1.85M 0.66%
18,201
+1,443
41
$1.84M 0.66%
6,199
-233
42
$1.8M 0.64%
4,119
+141
43
$1.68M 0.6%
4,703
-107
44
$1.68M 0.6%
15,227
+21
45
$1.67M 0.59%
34,800
46
$1.66M 0.59%
7,338
-11
47
$1.65M 0.59%
40,159
-4,820
48
$1.65M 0.59%
11,036
-554
49
$1.59M 0.57%
2,858
+220
50
$1.58M 0.56%
4,490
-11
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2
3 4 5