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
$176M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$680K
3
+$625K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$610K
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$411K

Top Sells

1
+$1.44M
2
+$652K
3
+$559K
4
VUG icon
Vanguard Growth ETF
VUG
+$546K
5
LOW icon
Lowe's Companies
LOW
+$312K

Sector Composition

1 Technology 15.61%
2 Healthcare 10.59%
3 Consumer Staples 7.03%
4 Consumer Discretionary 6.42%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$844K 0.48%
11,716
-1,546
52
$824K 0.47%
7,092
-90
53
$816K 0.46%
16,000
+2,800
54
$800K 0.45%
4,721
-121
55
$788K 0.45%
4,751
-1,880
56
$776K 0.44%
17,601
57
$740K 0.42%
5,183
+95
58
$717K 0.41%
15,498
-782
59
$713K 0.4%
5,109
60
$680K 0.39%
+5,286
61
$673K 0.38%
2,160
+72
62
$672K 0.38%
7,614
+431
63
$661K 0.38%
3,105
64
$657K 0.37%
4,449
65
$656K 0.37%
3,983
-1,390
66
$636K 0.36%
10,600
67
$633K 0.36%
12,821
+53
68
$616K 0.35%
11,491
+41
69
$610K 0.35%
2,427
+60
70
$601K 0.34%
10,449
+473
71
$601K 0.34%
1,953
+22
72
$597K 0.34%
5,400
73
$597K 0.34%
5,219
+250
74
$592K 0.34%
5,235
-465
75
$576K 0.33%
5,023
1 2
3
4 5