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
$364M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.5M
3
+$1.46M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.42M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M

Top Sells

1
+$818K
2
+$427K
3
+$343K
4
CSCO icon
Cisco
CSCO
+$300K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$297K

Sector Composition

1 Technology 14.84%
2 Healthcare 8.46%
3 Industrials 6.72%
4 Financials 6.6%
5 Consumer Discretionary 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.53%
16,772
+1,199
52
$1.89M 0.52%
47,542
+1,700
53
$1.89M 0.52%
5,334
+1,010
54
$1.73M 0.48%
5,679
-501
55
$1.7M 0.47%
16,802
+12,354
56
$1.69M 0.46%
31,920
-3,000
57
$1.59M 0.44%
32,335
+2,000
58
$1.51M 0.42%
12,455
-455
59
$1.49M 0.41%
19,414
-481
60
$1.48M 0.41%
2,937
-68
61
$1.44M 0.4%
13,904
-78
62
$1.41M 0.39%
17,946
+130
63
$1.41M 0.39%
27,830
-1,750
64
$1.4M 0.39%
22,259
-1,200
65
$1.4M 0.39%
9,512
-1,343
66
$1.4M 0.38%
1,472
+328
67
$1.39M 0.38%
11,834
+602
68
$1.37M 0.38%
6,629
-145
69
$1.36M 0.37%
3,914
+92
70
$1.34M 0.37%
15,838
+2,596
71
$1.33M 0.36%
7,028
72
$1.31M 0.36%
10,779
-58
73
$1.29M 0.35%
6,223
-84
74
$1.25M 0.34%
5,607
75
$1.23M 0.34%
9,444
-40
1 2
3
4 5