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
$363M
AUM Growth
-$592K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$914K
3
+$490K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$459K
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$401K

Top Sells

1
+$495K
2
+$469K
3
+$402K
4
TD icon
Toronto Dominion Bank
TD
+$399K
5
CMCSA icon
Comcast
CMCSA
+$298K

Sector Composition

1 Technology 15.02%
2 Healthcare 7.25%
3 Financials 6.84%
4 Industrials 6.57%
5 Consumer Discretionary 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.56M 0.98%
21,218
-300
27
$3.51M 0.97%
14,513
+453
28
$3.3M 0.91%
11,397
+709
29
$3.25M 0.89%
3,547
30
$3.2M 0.88%
104,158
+13,045
31
$3.15M 0.87%
4,081
-105
32
$2.9M 0.8%
36,076
+4,014
33
$2.7M 0.74%
52,274
-2,140
34
$2.67M 0.74%
26,834
+754
35
$2.56M 0.7%
11,637
36
$2.45M 0.68%
4,714
-115
37
$2.43M 0.67%
20,692
+592
38
$2.38M 0.66%
11,797
+326
39
$2.37M 0.65%
9,358
-100
40
$2.37M 0.65%
13,317
-215
41
$2.34M 0.65%
4,350
+9
42
$2.23M 0.62%
14,698
+60
43
$2.2M 0.6%
4,341
-60
44
$2.16M 0.59%
4,757
-23
45
$2.14M 0.59%
26,095
+2,592
46
$2.12M 0.59%
7,258
47
$1.99M 0.55%
7,188
48
$1.94M 0.53%
20,021
+3,219
49
$1.9M 0.52%
16,772
50
$1.87M 0.51%
5,314
-20
1
2
3 4 5