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
$200M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$581K
3
+$398K
4
UL icon
Unilever
UL
+$244K
5
QCOM icon
Qualcomm
QCOM
+$234K

Top Sells

1
+$213K
2
+$209K
3
+$170K
4
INTC icon
Intel
INTC
+$162K
5
XOM icon
Exxon Mobil
XOM
+$142K

Sector Composition

1 Technology 15.02%
2 Healthcare 10.75%
3 Industrials 6.75%
4 Consumer Staples 6.33%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.52%
7,495
-210
52
$1.04M 0.52%
9,720
53
$1.04M 0.52%
4,721
54
$963K 0.48%
17,601
55
$883K 0.44%
5,160
-23
56
$874K 0.44%
5,109
57
$837K 0.42%
3,983
58
$819K 0.41%
15,883
+385
59
$819K 0.41%
16,000
60
$818K 0.41%
2,250
+90
61
$788K 0.39%
5,517
+231
62
$784K 0.39%
4,751
63
$753K 0.38%
10,779
+330
64
$737K 0.37%
5,459
+240
65
$731K 0.37%
3,125
+20
66
$678K 0.34%
11,134
67
$669K 0.33%
1,909
-44
68
$664K 0.33%
7,614
69
$655K 0.33%
12,821
70
$653K 0.33%
3,768
+1,151
71
$636K 0.32%
2,408
-26
72
$636K 0.32%
10,600
73
$623K 0.31%
2,887
74
$621K 0.31%
5,235
75
$615K 0.31%
813
+30
1 2
3
4 5