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
$103M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$410K
3
+$316K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$277K
5
IBM icon
IBM
IBM
+$253K

Top Sells

1
+$252K
2
+$239K
3
+$233K
4
NEE icon
NextEra Energy
NEE
+$224K
5
MCK icon
McKesson
MCK
+$218K

Sector Composition

1 Technology 11.36%
2 Healthcare 11.13%
3 Financials 10.58%
4 Industrials 10.06%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$582K 0.56%
+27,565
52
$576K 0.56%
13,546
53
$574K 0.56%
2,900
54
$562K 0.54%
1,677
55
$562K 0.54%
8,791
-420
56
$560K 0.54%
18,250
57
$560K 0.54%
20,400
58
$548K 0.53%
6,283
+190
59
$536K 0.52%
5,366
-2,520
60
$524K 0.51%
18,600
-1,800
61
$515K 0.5%
9,384
62
$512K 0.5%
2,791
+100
63
$493K 0.48%
6,028
64
$492K 0.48%
11,180
65
$480K 0.47%
5,700
66
$476K 0.46%
17,612
-675
67
$468K 0.45%
1,921
68
$465K 0.45%
3,371
69
$437K 0.42%
12,895
+350
70
$434K 0.42%
4,000
71
$420K 0.41%
4,701
-1,031
72
$412K 0.4%
6,590
-668
73
$391K 0.38%
5,400
-600
74
$389K 0.38%
32,661
-5,344
75
$378K 0.37%
2,750
1 2
3
4 5