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
$232M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$857K
3
+$584K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$529K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$477K

Top Sells

1
+$1.12M
2
+$1.08M
3
+$352K
4
XOM icon
Exxon Mobil
XOM
+$318K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$296K

Sector Composition

1 Technology 13.47%
2 Healthcare 12.37%
3 Consumer Staples 7.19%
4 Financials 7.12%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.58%
3,673
+30
52
$1.34M 0.58%
5,609
53
$1.33M 0.57%
4,004
-90
54
$1.28M 0.55%
3,654
+327
55
$1.24M 0.53%
70,430
+1,560
56
$1.24M 0.53%
12,283
-30
57
$1.23M 0.53%
15,560
58
$1.22M 0.52%
25,543
+925
59
$1.2M 0.52%
14,330
+931
60
$1.2M 0.52%
7,633
+151
61
$1.19M 0.51%
9,871
+20
62
$1.18M 0.51%
8,411
+270
63
$1.15M 0.5%
4,305
-25
64
$1.11M 0.48%
22,220
+175
65
$1.03M 0.44%
6,233
66
$1.01M 0.43%
15,833
-100
67
$979K 0.42%
2,400
+563
68
$978K 0.42%
23,300
-50
69
$947K 0.41%
10,896
+210
70
$916K 0.39%
5,536
-375
71
$892K 0.38%
4,479
72
$867K 0.37%
+16,477
73
$863K 0.37%
4,167
74
$859K 0.37%
10,792
-65
75
$857K 0.37%
+7,797
1 2
3
4 5