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
$134M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.69M
3
+$1.47M
4
HD icon
Home Depot
HD
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.31M

Top Sells

1
+$541K
2
+$279K
3
+$272K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$201K
5
META icon
Meta Platforms (Facebook)
META
+$185K

Sector Composition

1 Technology 13.87%
2 Healthcare 12.67%
3 Industrials 9.07%
4 Financials 8.5%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$754K 0.56%
3,112
-5
52
$700K 0.52%
6,391
+178
53
$672K 0.5%
+8,279
54
$664K 0.5%
2,560
-24
55
$660K 0.49%
13,660
56
$652K 0.49%
27,515
+11,337
57
$634K 0.47%
3,493
+440
58
$618K 0.46%
3,075
+175
59
$612K 0.46%
11,260
-132
60
$606K 0.45%
4,892
+892
61
$597K 0.45%
12,741
+1,561
62
$592K 0.44%
11,534
+36
63
$592K 0.44%
5,700
64
$590K 0.44%
5,317
+2,994
65
$578K 0.43%
14,445
-280
66
$558K 0.42%
11,210
+5,064
67
$534K 0.4%
10,312
+2,493
68
$529K 0.4%
17,200
-3,200
69
$527K 0.39%
9,781
+1,434
70
$522K 0.39%
6,001
-3,205
71
$514K 0.38%
5,478
-550
72
$480K 0.36%
11,190
+1,500
73
$476K 0.36%
+8,100
74
$471K 0.35%
9,384
75
$461K 0.34%
4,343
+1,775
1 2
3
4 5