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
$236M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$609K
3
+$281K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$252K
5
CARR icon
Carrier Global
CARR
+$211K

Top Sells

1
+$968K
2
+$240K
3
+$237K
4
EDIT icon
Editas Medicine
EDIT
+$227K
5
NWN icon
Northwest Natural Holdings
NWN
+$210K

Sector Composition

1 Technology 15.12%
2 Healthcare 10.13%
3 Financials 7%
4 Industrials 6.38%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.54%
12,729
+157
52
$1.23M 0.52%
3,148
+138
53
$1.21M 0.51%
3,783
+25
54
$1.2M 0.51%
15,913
+535
55
$1.2M 0.51%
6,247
+115
56
$1.17M 0.49%
11,536
+30
57
$1.12M 0.47%
5,609
58
$1.11M 0.47%
6,733
+740
59
$1.09M 0.46%
7,459
-45
60
$1.04M 0.44%
12,103
61
$1.02M 0.43%
20,163
+1,475
62
$1.01M 0.43%
4,970
+39
63
$1M 0.42%
2,541
-40
64
$976K 0.41%
6,446
-245
65
$973K 0.41%
6,514
+150
66
$950K 0.4%
3,479
-132
67
$897K 0.38%
16,040
+212
68
$884K 0.37%
5,758
+22
69
$852K 0.36%
9,966
-100
70
$852K 0.36%
6,672
+475
71
$826K 0.35%
3,889
-135
72
$825K 0.35%
4,209
+53
73
$821K 0.35%
3,042
+54
74
$819K 0.35%
4,094
75
$809K 0.34%
13,272
+395
1 2
3
4 5