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
$452M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$1.91M
3
+$1.62M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.54M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.51M

Top Sells

1
+$753K
2
+$406K
3
+$278K
4
STZ icon
Constellation Brands
STZ
+$276K
5
NVDA icon
NVIDIA
NVDA
+$270K

Sector Composition

1 Technology 13.9%
2 Healthcare 6.82%
3 Industrials 6.59%
4 Financials 5.97%
5 Consumer Discretionary 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
51
GE Aerospace
GE
$359B
$2.16M 0.48%
7,028
IDXX icon
52
Idexx Laboratories
IDXX
$52.4B
$2.15M 0.48%
3,177
-71
BTC
53
Grayscale Bitcoin Mini Trust ETF
BTC
$2.86B
$1.95M 0.43%
50,461
+12,958
ADP icon
54
Automatic Data Processing
ADP
$86.3B
$1.95M 0.43%
7,587
RTX icon
55
RTX Corp
RTX
$272B
$1.95M 0.43%
10,633
-622
VEA icon
56
Vanguard FTSE Developed Markets ETF
VEA
$219B
$1.94M 0.43%
31,000
ETH
57
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.54B
$1.85M 0.41%
65,997
+19,169
VCSH icon
58
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.9B
$1.85M 0.41%
23,187
-60
MCD icon
59
McDonald's
MCD
$243B
$1.77M 0.39%
5,804
+64
AEM icon
60
Agnico Eagle Mines
AEM
$126B
$1.71M 0.38%
10,077
-1,654
BLK icon
61
Blackrock
BLK
$165B
$1.69M 0.38%
1,583
-42
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.68M 0.37%
3,347
-200
JPST icon
63
JPMorgan Ultra-Short Income ETF
JPST
$37.4B
$1.67M 0.37%
32,915
-500
NVDA icon
64
NVIDIA
NVDA
$4.31T
$1.64M 0.36%
8,786
-1,449
RKLB icon
65
Rocket Lab Corp
RKLB
$36.9B
$1.59M 0.35%
22,818
-620
VTIP icon
66
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.1B
$1.56M 0.35%
31,566
+421
PXF icon
67
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.73B
$1.53M 0.34%
23,406
GOOG icon
68
Alphabet (Google) Class C
GOOG
$3.77T
$1.53M 0.34%
4,877
-265
AVGO icon
69
Broadcom
AVGO
$1.52T
$1.5M 0.33%
4,348
+443
ITW icon
70
Illinois Tool Works
ITW
$83.8B
$1.5M 0.33%
6,098
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$105B
$1.48M 0.33%
6,735
-91
CVX icon
72
Chevron
CVX
$370B
$1.46M 0.32%
9,609
-254
VEU icon
73
Vanguard FTSE All-World ex-US ETF
VEU
$61.5B
$1.44M 0.32%
19,609
ACN icon
74
Accenture
ACN
$128B
$1.42M 0.31%
5,278
-784
IEFA icon
75
iShares Core MSCI EAFE ETF
IEFA
$182B
$1.4M 0.31%
15,639
1 2
3
4 5