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
$310M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$986K
3
+$923K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$749K
5
VUG icon
Vanguard Growth ETF
VUG
+$682K

Top Sells

1
+$690K
2
+$529K
3
+$234K
4
TSLA icon
Tesla
TSLA
+$230K
5
ICE icon
Intercontinental Exchange
ICE
+$228K

Sector Composition

1 Technology 14.03%
2 Healthcare 9.57%
3 Industrials 7.01%
4 Financials 6.52%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 1.03%
38,139
+1,506
27
$2.87M 0.93%
4,941
28
$2.84M 0.91%
16,209
+185
29
$2.73M 0.88%
13,269
+504
30
$2.72M 0.88%
52,989
-10,307
31
$2.66M 0.86%
3,637
-80
32
$2.6M 0.84%
15,986
+5,666
33
$2.56M 0.82%
3,288
-145
34
$2.52M 0.81%
81,673
+2,795
35
$2.39M 0.77%
8,903
-10
36
$2.38M 0.77%
13,048
-30
37
$2.22M 0.72%
11,637
38
$2.11M 0.68%
19,137
+936
39
$2.04M 0.66%
4,234
+115
40
$2.01M 0.65%
4,783
+80
41
$1.98M 0.64%
10,858
-61
42
$1.97M 0.63%
3,974
-10
43
$1.93M 0.62%
25,006
+75
44
$1.88M 0.61%
7,247
-91
45
$1.86M 0.6%
8,730
+268
46
$1.75M 0.56%
34,920
+120
47
$1.73M 0.56%
6,151
-48
48
$1.73M 0.56%
15,228
+1
49
$1.72M 0.55%
17,200
50
$1.71M 0.55%
10,812
-224
1
2
3 4 5