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
$262M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$694K
3
+$456K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$323K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$281K

Top Sells

1
+$571K
2
+$485K
3
+$480K
4
VB icon
Vanguard Small-Cap ETF
VB
+$323K
5
NVDA icon
NVIDIA
NVDA
+$298K

Sector Composition

1 Technology 15.98%
2 Healthcare 10.26%
3 Financials 6.64%
4 Industrials 6.52%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.54%
7,364
-220
52
$1.41M 0.54%
12,873
+144
53
$1.38M 0.53%
15,799
+280
54
$1.38M 0.53%
5,609
55
$1.37M 0.52%
16,057
+144
56
$1.33M 0.51%
11,338
-198
57
$1.28M 0.49%
7,461
+728
58
$1.24M 0.47%
4,782
-188
59
$1.16M 0.44%
6,167
-80
60
$1.14M 0.44%
6,845
+331
61
$1.13M 0.43%
7,579
+120
62
$1.09M 0.42%
2,497
-44
63
$1.07M 0.41%
4,237
+28
64
$1.05M 0.4%
12,221
+118
65
$1.04M 0.4%
5,991
-455
66
$1.04M 0.4%
3,479
67
$997K 0.38%
5,805
+47
68
$957K 0.36%
19,591
-572
69
$957K 0.36%
10,253
70
$940K 0.36%
4,094
71
$917K 0.35%
15,492
+388
72
$904K 0.34%
3,273
+158
73
$888K 0.34%
14,498
+1,226
74
$886K 0.34%
3,037
-5
75
$875K 0.33%
5,375
+450
1 2
3
4 5