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
$383M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$928K
3
+$636K
4
VB icon
Vanguard Small-Cap ETF
VB
+$541K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$473K

Top Sells

1
+$1.51M
2
+$1.09M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$769K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$680K

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
ACN icon
51
Accenture
ACN
$152B
$1.84M 0.48%
6,148
+92
NVDA icon
52
NVIDIA
NVDA
$4.63T
$1.81M 0.47%
11,485
-2,510
GE icon
53
GE Aerospace
GE
$322B
$1.81M 0.47%
7,028
TJX icon
54
TJX Companies
TJX
$163B
$1.77M 0.46%
14,351
+240
VEA icon
55
Vanguard FTSE Developed Markets ETF
VEA
$180B
$1.77M 0.46%
31,000
-11,930
IDXX icon
56
Idexx Laboratories
IDXX
$55.1B
$1.7M 0.44%
3,172
+76
MCD icon
57
McDonald's
MCD
$219B
$1.68M 0.44%
5,740
-414
BTC
58
Grayscale Bitcoin Mini Trust ETF
BTC
$4.12B
$1.66M 0.43%
34,668
+2,819
BLK icon
59
Blackrock
BLK
$164B
$1.63M 0.42%
1,549
+180
TMUS icon
60
T-Mobile US
TMUS
$242B
$1.62M 0.42%
6,816
JPST icon
61
JPMorgan Ultra-Short Income ETF
JPST
$34B
$1.62M 0.42%
31,950
-800
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.62M 0.42%
3,325
-1,584
RTX icon
63
RTX Corp
RTX
$235B
$1.57M 0.41%
10,757
-22
VTIP icon
64
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$1.53M 0.4%
30,345
+485
ITW icon
65
Illinois Tool Works
ITW
$70.8B
$1.51M 0.39%
6,099
-211
ORCL icon
66
Oracle
ORCL
$635B
$1.5M 0.39%
6,881
+175
CTA icon
67
Simplify Managed Futures Strategy ETF
CTA
$1.13B
$1.48M 0.39%
55,481
+4,206
BSV icon
68
Vanguard Short-Term Bond ETF
BSV
$38.8B
$1.41M 0.37%
17,964
+9
VIG icon
69
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$1.4M 0.37%
6,836
-2,357
AEM icon
70
Agnico Eagle Mines
AEM
$84.4B
$1.4M 0.36%
11,731
VEU icon
71
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$1.38M 0.36%
20,584
-1,355
PXF icon
72
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.23B
$1.35M 0.35%
23,596
CVX icon
73
Chevron
CVX
$315B
$1.33M 0.35%
9,254
-428
TXN icon
74
Texas Instruments
TXN
$145B
$1.32M 0.34%
6,338
-6
IEFA icon
75
iShares Core MSCI EAFE ETF
IEFA
$158B
$1.31M 0.34%
15,639
1 2
3
4 5