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
$150M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$515K
3
+$271K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$245K
5
TWTR
Twitter, Inc.
TWTR
+$238K

Top Sells

1
+$300K
2
+$268K
3
+$254K
4
MMM icon
3M
MMM
+$222K
5
AABA
Altaba Inc
AABA
+$221K

Sector Composition

1 Technology 13.48%
2 Healthcare 10.63%
3 Financials 7.96%
4 Industrials 7.51%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$785K 0.52%
12,315
+878
52
$778K 0.52%
17,200
53
$777K 0.52%
27,391
-124
54
$767K 0.51%
10,420
-1,400
55
$761K 0.51%
4,993
-92
56
$759K 0.5%
9,399
-365
57
$716K 0.48%
8,360
+150
58
$713K 0.47%
7,693
+1,670
59
$706K 0.47%
8,677
+1,563
60
$704K 0.47%
6,356
-35
61
$693K 0.46%
2,546
62
$687K 0.46%
4,992
+100
63
$675K 0.45%
12,666
-50
64
$672K 0.45%
13,660
65
$663K 0.44%
5,700
66
$652K 0.43%
14,307
-88
67
$615K 0.41%
10,999
-261
68
$589K 0.39%
9,366
-391
69
$540K 0.36%
4,148
-83
70
$536K 0.36%
2,575
-500
71
$532K 0.35%
5,478
72
$515K 0.34%
10,500
+5,000
73
$512K 0.34%
7,855
-1,013
74
$499K 0.33%
11,385
+175
75
$484K 0.32%
5,400
1 2
3
4 5