AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$859K
3
+$593K
4
VB icon
Vanguard Small-Cap ETF
VB
+$509K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$471K

Top Sells

1
+$1.5M
2
+$1.27M
3
+$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$639K

Sector Composition

1 Technology 14.97%
2 Financials 6.74%
3 Healthcare 6.49%
4 Industrials 6.37%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.48%
6,148
+92
52
$1.81M 0.47%
11,485
-2,510
53
$1.81M 0.47%
7,028
54
$1.77M 0.46%
14,351
+240
55
$1.77M 0.46%
31,000
-11,930
56
$1.7M 0.44%
3,172
+76
57
$1.68M 0.44%
5,740
-414
58
$1.66M 0.43%
34,668
+2,819
59
$1.63M 0.42%
1,549
+180
60
$1.62M 0.42%
6,816
61
$1.62M 0.42%
31,950
-800
62
$1.62M 0.42%
3,325
-1,584
63
$1.57M 0.41%
10,757
-22
64
$1.53M 0.4%
30,345
+485
65
$1.51M 0.39%
6,099
-211
66
$1.5M 0.39%
6,881
+175
67
$1.48M 0.39%
55,481
+4,206
68
$1.41M 0.37%
17,964
+9
69
$1.4M 0.37%
6,836
-2,357
70
$1.4M 0.36%
11,731
71
$1.38M 0.36%
20,584
-1,355
72
$1.35M 0.35%
23,596
73
$1.33M 0.35%
9,254
-428
74
$1.32M 0.34%
6,338
-6
75
$1.31M 0.34%
15,639
1 2
3
4 5