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
$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
MCD icon
51
McDonald's
MCD
$218B
$1.92M 0.52%
6,154
+444
ACN icon
52
Accenture
ACN
$145B
$1.89M 0.51%
6,056
+742
VCSH icon
53
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$1.86M 0.51%
23,582
+36
TMUS icon
54
T-Mobile US
TMUS
$255B
$1.82M 0.49%
6,816
+505
VIG icon
55
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$1.78M 0.48%
9,193
+89
VWO icon
56
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$1.77M 0.48%
39,083
-440
TJX icon
57
TJX Companies
TJX
$159B
$1.72M 0.47%
14,111
+2,277
JPST icon
58
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$1.66M 0.45%
32,750
+2,240
CVX icon
59
Chevron
CVX
$306B
$1.62M 0.44%
9,682
+170
ITW icon
60
Illinois Tool Works
ITW
$72B
$1.56M 0.42%
6,310
-3,048
QQQ icon
61
Invesco QQQ Trust
QQQ
$384B
$1.55M 0.42%
3,303
+359
CTA icon
62
Simplify Managed Futures Strategy ETF
CTA
$1.19B
$1.52M 0.41%
51,275
+40
NVDA icon
63
NVIDIA
NVDA
$4.43T
$1.52M 0.41%
13,995
+2,885
VTIP icon
64
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$1.49M 0.4%
29,860
-42
EFAV icon
65
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.42B
$1.46M 0.4%
18,740
+590
RTX icon
66
RTX Corp
RTX
$210B
$1.43M 0.39%
10,779
GE icon
67
GE Aerospace
GE
$318B
$1.41M 0.38%
7,028
BSV icon
68
Vanguard Short-Term Bond ETF
BSV
$39B
$1.41M 0.38%
17,955
-51
VEU icon
69
Vanguard FTSE All-World ex-US ETF
VEU
$51B
$1.33M 0.36%
21,939
-120
CL icon
70
Colgate-Palmolive
CL
$63.1B
$1.3M 0.35%
13,899
IDXX icon
71
Idexx Laboratories
IDXX
$51B
$1.3M 0.35%
3,096
+168
BLK icon
72
Blackrock
BLK
$182B
$1.3M 0.35%
1,369
+2
CI icon
73
Cigna
CI
$77.7B
$1.29M 0.35%
3,912
-2
AEM icon
74
Agnico Eagle Mines
AEM
$93.2B
$1.27M 0.35%
11,731
-185
RSP icon
75
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$1.24M 0.34%
7,161
+235
1 2
3
4 5