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AWM

Aries Wealth Management Portfolio holdings

AUM $455M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
-0.43%
1 Year Est. Return
+21.92%
3 Year Est. Return
+65.68%
5 Year Est. Return
+81.76%
10 Year Est. Return
–
AUM
$455M
AUM Growth
+$3.18M
Cap. Flow
+$12.1M
Cap. Flow %
2.66%
Top 10 Hldgs %
33.76%
Holding
245
New
12
Increased
47
Reduced
63
Closed
11

Top Buys

1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.44M
2
VB icon
Vanguard Small-Cap ETF
VB
+$2.03M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.26M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$998K

Top Sells

1
GDX icon
VanEck Gold Miners ETF
GDX
+$981K
2
AEM icon
Agnico Eagle Mines
AEM
+$944K
3
ADBE icon
Adobe
ADBE
+$622K
4
ORCL icon
Oracle
ORCL
+$507K
5
RKLB icon
Rocket Lab Corp
RKLB
+$478K

Sector Composition

1 Technology 11.88%
2 Industrials 7.27%
3 Healthcare 6.55%
4 Financials 5.34%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
51
Chevron
CVX
$365B
$1.99M 0.44%
9,609
– –
VEA icon
52
Vanguard FTSE Developed Markets ETF
VEA
$227B
$1.99M 0.44%
31,000
– –
BTC
53
Grayscale Bitcoin Mini Trust ETF
BTC
$3.41B
$1.91M 0.42%
63,702
+13,241
+26% +$447K
ABT icon
54
Abbott
ABT
$173B
$1.88M 0.41%
18,306
+400
+2% +$45.2K
ETH
55
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
$1.87M 0.41%
94,302
+28,305
+43% +$641K
GE icon
56
GE Aerospace
GE
$366B
$1.85M 0.41%
6,506
-522
-7% -$164K
MCD icon
57
McDonald's
MCD
$190B
$1.8M 0.4%
5,804
– –
VCSH icon
58
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$1.8M 0.4%
22,687
-500
-2% -$39.8K
IDXX icon
59
Idexx Laboratories
IDXX
$44.6B
$1.79M 0.39%
3,189
+12
+0.4% +$7.7K
VTIP icon
60
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$1.79M 0.39%
35,802
+4,236
+13% +$211K
XLE icon
61
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$1.76M 0.39%
28,748
+17,370
+153% +$932K
JPST icon
62
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$1.75M 0.39%
34,615
+1,700
+5% +$86.1K
GEV icon
63
GE Vernova
GEV
$276B
$1.61M 0.35%
1,849
-131
-7% -$102K
JMST icon
64
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.02B
$1.6M 0.35%
31,470
+11,800
+60% +$602K
PXF icon
65
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.83B
$1.6M 0.35%
22,932
-474
-2% -$33.5K
ITW icon
66
Illinois Tool Works
ITW
$79.3B
$1.59M 0.35%
6,098
– –
BRK.B icon
67
Berkshire Hathaway Class B
BRK.B
$1.05T
$1.54M 0.34%
3,220
-127
-4% -$62.3K
ADP icon
68
Automatic Data Processing
ADP
$101B
$1.54M 0.34%
7,587
– –
BLK icon
69
Blackrock
BLK
$173B
$1.52M 0.33%
1,583
– –
VEU icon
70
Vanguard FTSE All-World ex-US ETF
VEU
$66.1B
$1.47M 0.32%
19,547
-62
-0.3% -$4.8K
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.45M 0.32%
6,735
– –
NVDA icon
72
NVIDIA
NVDA
$5.05T
$1.45M 0.32%
8,286
-500
-6% -$91.7K
IEFA icon
73
iShares Core MSCI EAFE ETF
IEFA
$187B
$1.42M 0.31%
15,639
– –
GOOG icon
74
Alphabet (Google) Class C
GOOG
$4.53T
$1.4M 0.31%
4,877
– –
BSV icon
75
Vanguard Short-Term Bond ETF
BSV
$44.7B
$1.34M 0.29%
17,026
-130
-0.8% -$10.2K
1 2
3
4 5

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