AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$602K
3
+$260K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$232K
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$225K

Top Sells

1
+$555K
2
+$443K
3
+$384K
4
TWTR
Twitter, Inc.
TWTR
+$238K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$206K

Sector Composition

1 Technology 14.34%
2 Healthcare 11.1%
3 Financials 7.98%
4 Industrials 7.34%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$895K 0.55%
3,068
52
$870K 0.53%
5,109
53
$838K 0.51%
12,740
+425
54
$827K 0.5%
8,149
+456
55
$813K 0.5%
9,113
+436
56
$809K 0.49%
8,360
57
$809K 0.49%
27,391
58
$781K 0.48%
17,200
59
$757K 0.46%
2,546
60
$744K 0.45%
6,181
-175
61
$725K 0.44%
13,660
62
$692K 0.42%
9,366
63
$692K 0.42%
12,666
64
$689K 0.42%
11,385
65
$679K 0.41%
4,992
66
$661K 0.4%
5,700
67
$639K 0.39%
14,307
68
$623K 0.38%
10,999
69
$613K 0.37%
5,478
70
$584K 0.36%
2,575
71
$552K 0.34%
7,320
-5,000
72
$543K 0.33%
11,000
+500
73
$523K 0.32%
4,123
-25
74
$506K 0.31%
6,573
75
$505K 0.31%
9,384
1 2
3
4 5