AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$859K
3
+$593K
4
VB icon
Vanguard Small-Cap ETF
VB
+$509K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$471K

Top Sells

1
+$1.5M
2
+$1.27M
3
+$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$639K

Sector Composition

1 Technology 14.97%
2 Financials 6.74%
3 Healthcare 6.49%
4 Industrials 6.37%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.92M 1.03%
25,688
-3,680
27
$3.53M 0.92%
3,564
-123
28
$3.51M 0.92%
22,002
-292
29
$3.42M 0.89%
110,993
+3,430
30
$3.37M 0.88%
11,437
-750
31
$3.26M 0.85%
39,397
+5,707
32
$3.2M 0.84%
4,110
+35
33
$3.03M 0.79%
32,318
-6,823
34
$2.91M 0.76%
35,111
-3,328
35
$2.84M 0.74%
12,400
+216
36
$2.71M 0.71%
21,074
+20
37
$2.61M 0.68%
49,389
-560
38
$2.48M 0.65%
47,724
+2,190
39
$2.44M 0.64%
13,167
-150
40
$2.37M 0.62%
17,429
-16
41
$2.34M 0.61%
7,588
42
$2.16M 0.56%
7,439
-10
43
$2.13M 0.56%
21,485
+916
44
$2.11M 0.55%
3,707
-472
45
$2.07M 0.54%
26,184
-2,243
46
$2.06M 0.54%
5,085
+110
47
$2.02M 0.53%
15,302
-290
48
$1.94M 0.51%
3,511
+208
49
$1.94M 0.51%
39,148
+65
50
$1.85M 0.48%
23,247
-335
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2
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