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
$255M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$715K
3
+$568K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$516K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$419K

Top Sells

1
+$3.15M
2
+$513K
3
+$351K
4
LHX icon
L3Harris
LHX
+$260K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$250K

Sector Composition

1 Technology 15.54%
2 Healthcare 10.63%
3 Industrials 6.92%
4 Financials 6.72%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.55%
15,206
+30
52
$1.4M 0.55%
5,609
53
$1.39M 0.54%
27,720
-5,000
54
$1.37M 0.54%
4,501
+213
55
$1.36M 0.53%
8,515
+425
56
$1.29M 0.5%
12,628
+1,170
57
$1.27M 0.5%
23,436
+456
58
$1.27M 0.5%
4,064
+60
59
$1.27M 0.5%
16,875
-2,008
60
$1.26M 0.49%
19,268
+664
61
$1.19M 0.47%
8,317
+29
62
$1.13M 0.44%
2,638
+31
63
$1.13M 0.44%
21,715
-305
64
$1.13M 0.44%
15,609
+68
65
$1.11M 0.44%
5,786
+250
66
$1.1M 0.43%
22,690
67
$1.09M 0.43%
37,642
+3,810
68
$1.01M 0.39%
17,200
69
$966K 0.38%
4,872
+393
70
$964K 0.38%
10,744
+23
71
$961K 0.38%
6,230
+3
72
$960K 0.38%
8,702
-815
73
$938K 0.37%
4,447
+315
74
$926K 0.36%
4,285
+1,092
75
$908K 0.36%
16,988
+1,422
1 2
3
4 5