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
$363M
AUM Growth
-$592K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$914K
3
+$490K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$459K
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$401K

Top Sells

1
+$495K
2
+$469K
3
+$402K
4
TD icon
Toronto Dominion Bank
TD
+$399K
5
CMCSA icon
Comcast
CMCSA
+$298K

Sector Composition

1 Technology 15.02%
2 Healthcare 7.25%
3 Financials 6.84%
4 Industrials 6.57%
5 Consumer Discretionary 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.51%
23,546
-1,046
52
$1.78M 0.49%
9,104
-2,052
53
$1.74M 0.48%
39,523
-656
54
$1.66M 0.46%
5,710
+31
55
$1.6M 0.44%
47,137
-405
56
$1.54M 0.42%
30,510
+2,680
57
$1.53M 0.42%
32,090
+170
58
$1.51M 0.41%
2,944
+1,787
59
$1.49M 0.41%
11,110
-1,345
60
$1.45M 0.4%
29,902
-2,433
61
$1.43M 0.39%
11,834
62
$1.43M 0.39%
51,235
+6,800
63
$1.4M 0.39%
1,367
-105
64
$1.39M 0.38%
6,311
-318
65
$1.39M 0.38%
18,006
+60
66
$1.39M 0.38%
9,404
-40
67
$1.38M 0.38%
9,512
68
$1.28M 0.35%
18,150
-1,264
69
$1.27M 0.35%
22,059
-200
70
$1.26M 0.35%
13,899
-5
71
$1.25M 0.34%
10,779
72
$1.21M 0.33%
6,926
+1,261
73
$1.21M 0.33%
2,928
-9
74
$1.19M 0.33%
5,599
-8
75
$1.19M 0.33%
17,200
1 2
3
4 5