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
$143M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$958K
2
+$446K
3
+$406K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$393K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$330K

Top Sells

1
+$522K
2
+$330K
3
+$264K
4
GIS icon
General Mills
GIS
+$242K
5
AGN
Allergan plc
AGN
+$234K

Sector Composition

1 Technology 13.76%
2 Healthcare 11.78%
3 Financials 8.77%
4 Industrials 8.52%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$815K 0.57%
9,387
-113
52
$784K 0.55%
9,764
53
$720K 0.5%
11,437
+3,337
54
$713K 0.5%
27,515
55
$698K 0.49%
2,546
-14
56
$685K 0.48%
8,210
-69
57
$670K 0.47%
4,892
58
$669K 0.47%
11,260
59
$666K 0.47%
6,391
60
$664K 0.46%
5,700
61
$663K 0.46%
12,716
-25
62
$662K 0.46%
3,075
63
$654K 0.46%
8,868
-4,472
64
$653K 0.46%
13,660
65
$626K 0.44%
17,200
66
$623K 0.44%
14,395
-50
67
$587K 0.41%
11,210
68
$583K 0.41%
7,114
+2,314
69
$574K 0.4%
20,374
+7,200
70
$568K 0.4%
10,498
-1,036
71
$563K 0.39%
5,478
72
$562K 0.39%
3,471
-22
73
$561K 0.39%
6,023
+2,237
74
$542K 0.38%
9,757
-24
75
$517K 0.36%
3,352
+21
1 2
3
4 5