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
$364M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.5M
3
+$1.46M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.42M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M

Top Sells

1
+$818K
2
+$427K
3
+$343K
4
CSCO icon
Cisco
CSCO
+$300K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$297K

Sector Composition

1 Technology 14.84%
2 Healthcare 8.46%
3 Industrials 6.72%
4 Financials 6.6%
5 Consumer Discretionary 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 1.02%
4,186
+898
27
$3.55M 0.98%
12,913
-650
28
$3.42M 0.94%
14,060
+499
29
$3.14M 0.86%
3,547
-85
30
$3.03M 0.83%
10,688
+5,304
31
$2.99M 0.82%
4,829
-82
32
$2.96M 0.81%
26,080
+718
33
$2.87M 0.79%
54,414
+1,425
34
$2.81M 0.77%
91,113
+8,340
35
$2.69M 0.74%
32,062
+18,751
36
$2.67M 0.73%
13,532
+468
37
$2.57M 0.71%
4,401
+451
38
$2.57M 0.71%
11,637
39
$2.49M 0.68%
14,638
-1,577
40
$2.48M 0.68%
9,458
+555
41
$2.4M 0.66%
20,100
+345
42
$2.38M 0.65%
11,471
+2,691
43
$2.29M 0.63%
4,341
-20
44
$2.21M 0.61%
11,156
+263
45
$2.2M 0.6%
4,780
+11
46
$2.07M 0.57%
7,188
-30
47
$2.01M 0.55%
7,258
+1,649
48
$1.95M 0.54%
23,503
+11,410
49
$1.95M 0.54%
24,592
-356
50
$1.92M 0.53%
40,179
-300
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