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
$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
PG icon
26
Procter & Gamble
PG
$354B
$3.8M 1.03%
22,294
+1,076
USMV icon
27
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$3.67M 1%
39,141
-1,483
COST icon
28
Costco
COST
$415B
$3.49M 0.95%
3,687
+140
LLY icon
29
Eli Lilly
LLY
$720B
$3.37M 0.91%
4,075
-6
FLRN icon
30
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.69B
$3.32M 0.9%
107,563
+3,405
VCIT icon
31
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
$3.14M 0.85%
38,439
+2,363
IBM icon
32
IBM
IBM
$262B
$3.03M 0.82%
12,187
+550
VTI icon
33
Vanguard Total Stock Market ETF
VTI
$543B
$3.02M 0.82%
10,985
-412
WM icon
34
Waste Management
WM
$86.8B
$2.82M 0.77%
12,184
+387
ABBV icon
35
AbbVie
ABBV
$406B
$2.79M 0.76%
13,317
SHY icon
36
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$2.79M 0.76%
33,690
+7,595
IGSB icon
37
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$2.62M 0.71%
49,949
-2,325
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.61M 0.71%
4,909
+152
MRK icon
39
Merck
MRK
$212B
$2.55M 0.69%
28,427
+1,593
TMO icon
40
Thermo Fisher Scientific
TMO
$204B
$2.48M 0.67%
4,975
+261
ACWI icon
41
iShares MSCI ACWI ETF
ACWI
$22.9B
$2.45M 0.67%
21,054
+362
PEP icon
42
PepsiCo
PEP
$210B
$2.34M 0.63%
15,592
+894
ADP icon
43
Automatic Data Processing
ADP
$114B
$2.32M 0.63%
7,588
+330
ABT icon
44
Abbott
ABT
$224B
$2.31M 0.63%
17,445
+673
UNH icon
45
UnitedHealth
UNH
$323B
$2.31M 0.63%
4,407
+66
CB icon
46
Chubb
CB
$107B
$2.25M 0.61%
7,449
+261
VEA icon
47
Vanguard FTSE Developed Markets ETF
VEA
$178B
$2.18M 0.59%
42,930
+10,840
VOO icon
48
Vanguard S&P 500 ETF
VOO
$757B
$2.15M 0.58%
4,179
-171
GDX icon
49
VanEck Gold Miners ETF
GDX
$22.8B
$2.09M 0.57%
45,534
-1,603
AGG icon
50
iShares Core US Aggregate Bond ETF
AGG
$133B
$2.03M 0.55%
20,569
+548
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