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
$368M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.07M
3
+$715K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$674K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$634K

Top Sells

1
+$1.19M
2
+$756K
3
+$430K
4
AAPL icon
Apple
AAPL
+$378K
5
NVO icon
Novo Nordisk
NVO
+$375K

Sector Composition

1 Technology 14%
2 Healthcare 8.04%
3 Financials 6.85%
4 Industrials 5.85%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 1.03%
22,294
+1,076
27
$3.67M 1%
39,141
-1,483
28
$3.49M 0.95%
3,687
+140
29
$3.37M 0.91%
4,075
-6
30
$3.32M 0.9%
107,563
+3,405
31
$3.14M 0.85%
38,439
+2,363
32
$3.03M 0.82%
12,187
+550
33
$3.02M 0.82%
10,985
-412
34
$2.82M 0.77%
12,184
+387
35
$2.79M 0.76%
13,317
36
$2.79M 0.76%
33,690
+7,595
37
$2.62M 0.71%
49,949
-2,325
38
$2.61M 0.71%
4,909
+152
39
$2.55M 0.69%
28,427
+1,593
40
$2.48M 0.67%
4,975
+261
41
$2.45M 0.67%
21,054
+362
42
$2.34M 0.63%
15,592
+894
43
$2.32M 0.63%
7,588
+330
44
$2.31M 0.63%
17,445
+673
45
$2.31M 0.63%
4,407
+66
46
$2.25M 0.61%
7,449
+261
47
$2.18M 0.59%
42,930
+10,840
48
$2.15M 0.58%
4,179
-171
49
$2.09M 0.57%
45,534
-1,603
50
$2.03M 0.55%
20,569
+548
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