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
$220M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.68M
3
+$8.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$6.88M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.65M

Top Sells

1
+$13.4M
2
+$13.4M
3
+$12.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$9.22M

Sector Composition

1 Technology 14.43%
2 Healthcare 11.9%
3 Consumer Staples 6.79%
4 Financials 6.52%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.53%
+3,576
52
$1.14M 0.52%
4,105
+2,245
53
$1.12M 0.51%
22,480
+17,968
54
$1.08M 0.49%
+4,094
55
$1.06M 0.48%
+6,953
56
$1.05M 0.48%
+27,999
57
$1.04M 0.47%
+24,452
58
$1.02M 0.46%
+7,556
59
$1.01M 0.46%
+15,992
60
$1M 0.46%
+12,970
61
$996K 0.45%
+10,550
62
$992K 0.45%
+13,185
63
$990K 0.45%
+9,691
64
$936K 0.43%
+51,525
65
$936K 0.43%
+17,200
66
$934K 0.42%
+6,082
67
$922K 0.42%
3,377
+2,032
68
$918K 0.42%
+5,911
69
$904K 0.41%
+22,553
70
$895K 0.41%
+6,237
71
$881K 0.4%
+4,131
72
$866K 0.39%
+2,497
73
$820K 0.37%
+7,579
74
$787K 0.36%
+4,507
75
$672K 0.31%
+7,256
1 2
3
4 5