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
$258M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$352K
2
+$243K
3
+$241K
4
ULTA icon
Ulta Beauty
ULTA
+$235K
5
ZBH icon
Zimmer Biomet
ZBH
+$225K

Top Sells

1
+$223K
2
+$218K
3
+$214K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$210K
5
CVS icon
CVS Health
CVS
+$184K

Sector Composition

1 Technology 15.83%
2 Healthcare 10.77%
3 Industrials 6.79%
4 Consumer Staples 6.61%
5 Financials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.58%
40,859
+1,064
52
$1.43M 0.55%
18,883
-2,152
53
$1.4M 0.54%
8,090
+27
54
$1.39M 0.54%
7,217
-5
55
$1.32M 0.51%
4,288
+33
56
$1.31M 0.51%
2,607
+151
57
$1.26M 0.49%
11,458
-42
58
$1.26M 0.49%
18,604
+5,217
59
$1.23M 0.48%
5,609
60
$1.23M 0.48%
14,077
+1,730
61
$1.2M 0.46%
22,020
-405
62
$1.2M 0.46%
15,541
+3
63
$1.19M 0.46%
22,980
-900
64
$1.15M 0.45%
8,288
-212
65
$1.13M 0.44%
17,200
66
$1.12M 0.44%
4,004
67
$1.12M 0.44%
11,460
-733
68
$1.12M 0.43%
6,227
-6
69
$1.06M 0.41%
14,233
-425
70
$1.05M 0.41%
9,517
+1,555
71
$1.04M 0.4%
5,536
72
$1.03M 0.4%
10,689
+295
73
$1.02M 0.4%
33,832
+2,840
74
$1.01M 0.39%
4,479
75
$1.01M 0.39%
22,690
1 2
3
4 5