AWM

Aries Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$559K
3
+$519K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$279K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$259K

Top Sells

1
+$1.56M
2
+$397K
3
+$248K
4
ADM icon
Archer Daniels Midland
ADM
+$231K
5
CAG icon
Conagra Brands
CAG
+$205K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.08%
3 Consumer Staples 6.74%
4 Financials 6.58%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.61%
22,690
52
$1.41M 0.58%
11,500
+6
53
$1.4M 0.58%
7,222
-110
54
$1.39M 0.57%
3,706
+52
55
$1.32M 0.54%
8,063
+430
56
$1.27M 0.52%
3,701
+28
57
$1.25M 0.51%
5,609
58
$1.25M 0.51%
23,880
-1,663
59
$1.23M 0.5%
8,500
+89
60
$1.23M 0.5%
2,456
+56
61
$1.22M 0.5%
4,255
-50
62
$1.2M 0.49%
22,425
+205
63
$1.19M 0.49%
12,193
-90
64
$1.17M 0.48%
15,538
-22
65
$1.16M 0.48%
6,233
66
$1.13M 0.46%
14,658
+328
67
$1.12M 0.46%
11,190
+294
68
$1.12M 0.46%
+12,347
69
$1.02M 0.42%
4,004
70
$1M 0.41%
30,992
+1,599
71
$966K 0.4%
15,566
-267
72
$948K 0.39%
10,394
+2,715
73
$943K 0.39%
21,411
+2,375
74
$922K 0.38%
5,536
75
$906K 0.37%
13,387
+8,265
1 2
3
4 5