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
$226M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$583K
3
+$521K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$500K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$374K

Top Sells

1
+$4.95M
2
+$874K
3
+$507K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$285K
5
DLTR icon
Dollar Tree
DLTR
+$238K

Sector Composition

1 Technology 14.52%
2 Healthcare 12.06%
3 Financials 6.96%
4 Consumer Staples 6.9%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.55%
8,141
+585
52
$1.23M 0.54%
4,330
+225
53
$1.2M 0.53%
8,044
+1,807
54
$1.19M 0.52%
7,482
+529
55
$1.18M 0.52%
3,327
+830
56
$1.17M 0.52%
12,313
+82
57
$1.15M 0.51%
15,560
-337
58
$1.14M 0.5%
10,686
+136
59
$1.12M 0.49%
24,618
+166
60
$1.09M 0.48%
68,870
+17,345
61
$1.06M 0.47%
11,404
+1,713
62
$1.04M 0.46%
14,801
+1,616
63
$1.04M 0.46%
13,399
+429
64
$1.01M 0.45%
22,045
-435
65
$1M 0.44%
3,403
+26
66
$1M 0.44%
6,233
+151
67
$955K 0.42%
5,911
68
$954K 0.42%
15,933
-59
69
$918K 0.41%
9,851
-341
70
$901K 0.4%
23,350
+13,500
71
$873K 0.39%
4,479
-28
72
$827K 0.37%
17,200
73
$824K 0.36%
28,967
+968
74
$821K 0.36%
4,167
+36
75
$783K 0.35%
10,857
+594
1 2
3
4 5