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
$111M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$280K
3
+$253K
4
ESRX
Express Scripts Holding Company
ESRX
+$209K
5
IBB icon
iShares Biotechnology ETF
IBB
+$204K

Top Sells

1
+$233K
2
+$204K
3
+$202K
4
D icon
Dominion Energy
D
+$201K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$200K

Sector Composition

1 Technology 12.28%
2 Healthcare 12.14%
3 Financials 10.31%
4 Industrials 10.08%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$713K 0.64%
5,333
52
$713K 0.64%
6,213
53
$680K 0.61%
11,192
54
$657K 0.59%
8,347
-200
55
$656K 0.59%
2,791
56
$624K 0.56%
1,677
57
$621K 0.56%
2,900
58
$620K 0.56%
12,746
59
$516K 0.46%
11,180
60
$515K 0.46%
5,700
61
$513K 0.46%
1,921
62
$510K 0.46%
14,395
63
$499K 0.45%
6,028
64
$488K 0.44%
9,384
65
$476K 0.43%
26,765
66
$460K 0.41%
15,800
-1,600
67
$455K 0.41%
4,000
68
$447K 0.4%
17,612
69
$425K 0.38%
5,076
-115
70
$424K 0.38%
3,271
-100
71
$400K 0.36%
9,319
72
$397K 0.36%
10,030
73
$395K 0.35%
5,400
74
$376K 0.34%
22,500
75
$374K 0.34%
1,500
+100
1 2
3
4 5