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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$3.96M
3
+$3.88M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.19M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.18M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.22%
2 Technology 10.75%
3 Industrials 10.24%
4 Financials 10.12%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.63%
+20,400
52
$639K 0.59%
+6,093
53
$618K 0.57%
+2,900
54
$588K 0.54%
+5,732
55
$583K 0.54%
+20,400
56
$566K 0.52%
+1,677
57
$566K 0.52%
+7,258
58
$561K 0.52%
+18,250
59
$559K 0.51%
+13,546
60
$553K 0.51%
+8,773
61
$548K 0.5%
+8,154
62
$542K 0.5%
+9,384
63
$533K 0.49%
+12,545
64
$527K 0.49%
+11,180
65
$517K 0.48%
+2,691
66
$514K 0.47%
+18,287
67
$502K 0.46%
+5,700
68
$495K 0.46%
+6,028
69
$495K 0.46%
+1,921
70
$465K 0.43%
+3,371
71
$462K 0.43%
+4,000
72
$446K 0.41%
+7,250
73
$445K 0.41%
+38,005
74
$439K 0.4%
+7,419
75
$394K 0.36%
+6,000
1 2
3
4 5