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
$231M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$12.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.91M

Top Sells

1
+$15M
2
+$12.3M
3
+$10.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$8.13M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$6.7M

Sector Composition

1 Technology 1.45%
2 Financials 0.84%
3 Consumer Discretionary 0.82%
4 Utilities 0.15%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$567K 0.25%
+23,027
52
$553K 0.24%
2,324
-28,150
53
$475K 0.21%
1,345
-2,134
54
$422K 0.18%
+19,162
55
$386K 0.17%
+1,879
56
$381K 0.16%
+20,360
57
$373K 0.16%
+9,808
58
$372K 0.16%
+8,465
59
$351K 0.15%
+4,170
60
$351K 0.15%
+4,428
61
$348K 0.15%
+969
62
$335K 0.15%
+8,902
63
$317K 0.14%
3,480
-2,619
64
$316K 0.14%
+12,018
65
$303K 0.13%
2,180
-23,580
66
$299K 0.13%
+8,197
67
$290K 0.13%
+1,200
68
$271K 0.12%
+5,756
69
$260K 0.11%
4,512
-9,986
70
$243K 0.11%
+4,794
71
$233K 0.1%
1,525
-154
72
$224K 0.1%
+2,003
73
$213K 0.09%
+2,892
74
– –
-4,755
75
– –
-7,131
1 2
3
4 5