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
$310M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$986K
3
+$923K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$749K
5
VUG icon
Vanguard Growth ETF
VUG
+$682K

Top Sells

1
+$690K
2
+$529K
3
+$234K
4
TSLA icon
Tesla
TSLA
+$230K
5
ICE icon
Intercontinental Exchange
ICE
+$228K

Sector Composition

1 Technology 14.03%
2 Healthcare 9.57%
3 Industrials 7.01%
4 Financials 6.52%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.55%
40,749
+590
52
$1.58M 0.51%
2,928
+70
53
$1.55M 0.5%
4,470
-20
54
$1.45M 0.47%
4,004
55
$1.43M 0.46%
45,142
+2,660
56
$1.4M 0.45%
29,335
-600
57
$1.4M 0.45%
5,609
58
$1.4M 0.45%
27,720
59
$1.39M 0.45%
23,735
+870
60
$1.39M 0.45%
19,635
+264
61
$1.39M 0.45%
18,071
+1,376
62
$1.3M 0.42%
23,948
+103
63
$1.3M 0.42%
4,992
+563
64
$1.28M 0.41%
14,255
-1,230
65
$1.23M 0.4%
8,806
66
$1.22M 0.39%
5,946
+51
67
$1.2M 0.39%
12,788
+170
68
$1.17M 0.38%
23,465
+45
69
$1.17M 0.38%
12,910
+20
70
$1.14M 0.37%
11,214
-305
71
$1.14M 0.37%
4,464
-15
72
$1.12M 0.36%
6,889
-65
73
$1.1M 0.35%
6,297
+70
74
$1.09M 0.35%
11,193
75
$1.08M 0.35%
4,387
-72
1 2
3
4 5