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
$164M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$726K
3
+$532K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$516K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$406K

Top Sells

1
+$496K
2
+$291K
3
+$269K
4
RTN
Raytheon Company
RTN
+$222K
5
CHD icon
Church & Dwight Co
CHD
+$215K

Sector Composition

1 Technology 16.27%
2 Healthcare 10.75%
3 Consumer Staples 6.51%
4 Consumer Discretionary 6.37%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$909K 0.55%
4,842
52
$906K 0.55%
12,531
-65
53
$896K 0.55%
6,631
+100
54
$875K 0.53%
7,851
+112
55
$777K 0.47%
5,373
+89
56
$761K 0.46%
5,109
57
$704K 0.43%
17,601
-2,525
58
$662K 0.4%
13,200
+2,200
59
$652K 0.4%
17,348
+4,920
60
$646K 0.39%
5,088
+494
61
$636K 0.39%
10,600
+5,000
62
$635K 0.39%
7,183
63
$635K 0.39%
16,280
+1,345
64
$629K 0.38%
4,449
-76
65
$616K 0.38%
2,088
+13
66
$615K 0.38%
9,976
+1,537
67
$610K 0.37%
9,390
-16
68
$604K 0.37%
5,700
69
$578K 0.35%
5,400
70
$575K 0.35%
25,188
-2,071
71
$570K 0.35%
12,768
+5
72
$569K 0.35%
11,450
-9,982
73
$554K 0.34%
3,105
+359
74
$547K 0.33%
1,931
-375
75
$539K 0.33%
5,023
+45
1 2
3
4 5