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
$280M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.48M
3
+$1.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$813K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$765K

Top Sells

1
+$802K
2
+$707K
3
+$448K
4
HD icon
Home Depot
HD
+$437K
5
PG icon
Procter & Gamble
PG
+$308K

Sector Composition

1 Technology 15.39%
2 Healthcare 9.76%
3 Industrials 6.9%
4 Financials 6.68%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.55%
10,320
+4,020
52
$1.52M 0.54%
8,462
-53
53
$1.42M 0.51%
17,200
54
$1.42M 0.51%
29,935
55
$1.39M 0.5%
27,720
56
$1.37M 0.49%
12,618
-10
57
$1.34M 0.48%
19,371
+103
58
$1.32M 0.47%
42,482
+4,840
59
$1.31M 0.47%
5,609
60
$1.29M 0.46%
16,695
-180
61
$1.28M 0.46%
22,865
+1,150
62
$1.23M 0.44%
15,485
-124
63
$1.22M 0.44%
23,845
-2,037
64
$1.2M 0.43%
4,004
-60
65
$1.18M 0.42%
23,420
-16
66
$1.12M 0.4%
5,895
+109
67
$1.11M 0.4%
6,954
-1,363
68
$1.1M 0.39%
4,459
+12
69
$1.08M 0.39%
11,519
+775
70
$1.06M 0.38%
6,227
-3
71
$1.05M 0.37%
4,429
+144
72
$1.05M 0.37%
15,890
-6,800
73
$1.05M 0.37%
36,321
-6,234
74
$1M 0.36%
1,236
+175
75
$997K 0.36%
4,479
-393
1 2
3
4 5