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
$223M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$489K
3
+$455K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$422K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$403K

Top Sells

1
+$1.39M
2
+$362K
3
+$269K
4
AEP icon
American Electric Power
AEP
+$210K
5
NVTA
Invitae Corporation
NVTA
+$205K

Sector Composition

1 Technology 15.13%
2 Healthcare 10.13%
3 Industrials 7.04%
4 Financials 7.01%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.55%
3,349
+52
52
$1.2M 0.54%
11,458
-380
53
$1.18M 0.53%
6,180
+1,020
54
$1.14M 0.51%
22,000
+6,000
55
$1.13M 0.51%
4,544
-177
56
$1.1M 0.49%
2,932
+682
57
$1.08M 0.48%
12,105
+5,881
58
$1.07M 0.48%
5,609
+500
59
$1.05M 0.47%
3,684
+1,276
60
$989K 0.44%
18,419
+818
61
$976K 0.44%
2,581
+672
62
$969K 0.44%
4,806
+55
63
$959K 0.43%
3,586
+461
64
$936K 0.42%
12,011
+1,232
65
$924K 0.42%
4,152
+1,580
66
$914K 0.41%
3,983
67
$850K 0.38%
5,640
+123
68
$839K 0.38%
6,691
+1,538
69
$835K 0.38%
15,673
-210
70
$806K 0.36%
6,022
+787
71
$772K 0.35%
14,551
+1,730
72
$754K 0.34%
12,143
+1,009
73
$748K 0.34%
4,596
+828
74
$734K 0.33%
5,649
+190
75
$732K 0.33%
10,742
1 2
3
4 5