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
$423M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.14M
3
+$530K
4
VB icon
Vanguard Small-Cap ETF
VB
+$475K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$455K

Top Sells

1
+$233K
2
+$214K
3
+$192K
4
AAPL icon
Apple
AAPL
+$189K
5
AVGO icon
Broadcom
AVGO
+$183K

Sector Composition

1 Technology 14.89%
2 Industrials 6.64%
3 Healthcare 6.47%
4 Financials 6.36%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDXX icon
51
Idexx Laboratories
IDXX
$58.2B
$2.08M 0.49%
3,248
+76
TJX icon
52
TJX Companies
TJX
$168B
$2.07M 0.49%
14,351
AEM icon
53
Agnico Eagle Mines
AEM
$86.4B
$1.98M 0.47%
11,731
ORCL icon
54
Oracle
ORCL
$573B
$1.94M 0.46%
6,881
NVDA icon
55
NVIDIA
NVDA
$4.37T
$1.91M 0.45%
10,235
-1,250
BTC
56
Grayscale Bitcoin Mini Trust ETF
BTC
$3.73B
$1.9M 0.45%
37,503
+2,835
BLK icon
57
Blackrock
BLK
$161B
$1.89M 0.45%
1,625
+76
RTX icon
58
RTX Corp
RTX
$225B
$1.88M 0.45%
11,255
+498
VCSH icon
59
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$1.86M 0.44%
23,247
VEA icon
60
Vanguard FTSE Developed Markets ETF
VEA
$184B
$1.86M 0.44%
31,000
ETH
61
Grayscale Ethereum Mini Trust ETF
ETH
$2.04B
$1.83M 0.43%
46,828
+4,150
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.78M 0.42%
3,547
+222
MCD icon
63
McDonald's
MCD
$216B
$1.74M 0.41%
5,740
JPST icon
64
JPMorgan Ultra-Short Income ETF
JPST
$35B
$1.7M 0.4%
33,415
+1,465
TMUS icon
65
T-Mobile US
TMUS
$231B
$1.63M 0.39%
6,816
ITW icon
66
Illinois Tool Works
ITW
$71.8B
$1.59M 0.38%
6,098
-1
VTIP icon
67
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$1.58M 0.37%
31,145
+800
CTA icon
68
Simplify Managed Futures Strategy ETF
CTA
$1.15B
$1.54M 0.36%
55,091
-390
CVX icon
69
Chevron
CVX
$305B
$1.53M 0.36%
9,863
+609
ACN icon
70
Accenture
ACN
$160B
$1.49M 0.35%
6,062
-86
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$100B
$1.47M 0.35%
6,826
-10
PXF icon
72
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.2B
$1.43M 0.34%
23,406
-190
BSV icon
73
Vanguard Short-Term Bond ETF
BSV
$39.2B
$1.41M 0.33%
17,929
-35
VEU icon
74
Vanguard FTSE All-World ex-US ETF
VEU
$52.1B
$1.4M 0.33%
19,609
-975
FBTC icon
75
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.3B
$1.38M 0.33%
13,827
+565
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3
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