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
$94.3M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$361K
3
+$348K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$333K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$331K

Top Sells

1
+$476K
2
+$344K
3
+$309K
4
GS icon
Goldman Sachs
GS
+$280K
5
TXT icon
Textron
TXT
+$270K

Sector Composition

1 Healthcare 12.32%
2 Technology 10.78%
3 Financials 10.17%
4 Industrials 8.74%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$594K 0.63%
2,584
+663
52
$592K 0.63%
2,900
53
$574K 0.61%
6,213
54
$566K 0.6%
11,392
+200
55
$552K 0.59%
12,746
56
$547K 0.58%
8,347
57
$541K 0.57%
1,677
58
$538K 0.57%
11,498
-1,725
59
$529K 0.56%
11,180
60
$507K 0.54%
5,700
61
$501K 0.53%
14,725
+330
62
$493K 0.52%
3,053
63
$481K 0.51%
6,028
64
$456K 0.48%
4,000
65
$428K 0.45%
9,384
66
$392K 0.42%
3,271
67
$381K 0.4%
10,030
68
$378K 0.4%
9,690
+2,590
69
$374K 0.4%
15,200
-600
70
$368K 0.39%
2,750
71
$362K 0.38%
+2,703
72
$362K 0.38%
5,614
+126
73
$349K 0.37%
16,178
-1,434
74
$338K 0.36%
36,500
75
$333K 0.35%
3,492
1 2
3
4 5