AWM

Aries Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.07M
3
+$715K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$674K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$634K

Top Sells

1
+$1.19M
2
+$756K
3
+$430K
4
AAPL icon
Apple
AAPL
+$378K
5
NVO icon
Novo Nordisk
NVO
+$375K

Sector Composition

1 Technology 14%
2 Healthcare 8.04%
3 Financials 6.85%
4 Industrials 5.85%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.52%
6,154
+444
52
$1.89M 0.51%
6,056
+742
53
$1.86M 0.51%
23,582
+36
54
$1.82M 0.49%
6,816
+505
55
$1.78M 0.48%
9,193
+89
56
$1.77M 0.48%
39,083
-440
57
$1.72M 0.47%
14,111
+2,277
58
$1.66M 0.45%
32,750
+2,240
59
$1.62M 0.44%
9,682
+170
60
$1.56M 0.42%
6,310
-3,048
61
$1.55M 0.42%
3,303
+359
62
$1.52M 0.41%
51,275
+40
63
$1.52M 0.41%
13,995
+2,885
64
$1.49M 0.4%
29,860
-42
65
$1.46M 0.4%
18,740
+590
66
$1.43M 0.39%
10,779
67
$1.41M 0.38%
7,028
68
$1.41M 0.38%
17,955
-51
69
$1.33M 0.36%
21,939
-120
70
$1.3M 0.35%
13,899
71
$1.3M 0.35%
3,096
+168
72
$1.3M 0.35%
1,369
+2
73
$1.29M 0.35%
3,912
-2
74
$1.27M 0.35%
11,731
-185
75
$1.24M 0.34%
7,161
+235
1 2
3
4 5