AWM
Aries Wealth Management Portfolio holdings
AUM $368M
AUM
$368M
AUM Growth
+$5.07M (+1%)
Cap. Flow
+$13.9M
Cap. Flow % of AUM
3.78%
Top 10 Holdings %Top 10 Hldgs %
30.53%
Holding
237
New
14
Increased
92
Reduced
47
Closed
11
Top Buys
| 1 | $1.57M | |
| 2 | $1.07M | |
| 3 | $715K | |
| 4 | $674K | |
| 5 | $634K |
Top Sells
| 1 | $756K | |
| 2 | $430K | |
| 3 | $378K | |
| 4 | $280K | |
| 5 | $226K |
Sector Composition
| 1 | Technology | 14.07% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.23M | 0.33% | 23,596 +120 | +0.5% | +$6.24K | |||
| $1.19M | 0.32% | 16,761 +1,098 | +7% | +$77.8K | |||
| $1.18M | 0.32% | 15,639 +664 | +4% | +$50.2K | |||
| $1.16M | 0.32% | 31,849 +17,376 | +120% | +$634K | |||
| $1.14M | 0.31% | 6,344 +131 | +2% | +$23.5K | |||
| $1.12M | 0.31% | 4,758 +117 | +3% | +$27.6K | |||
| $1.11M | 0.3% | 2,389 +372 | +18% | +$173K | |||
| $1.09M | 0.3% | 9,404 | – | – | |||
| $1.06M | 0.29% | 1,927 +731 | +61% | +$401K | |||
| $1.05M | 0.28% | 4,484 +110 | +3% | +$25.7K | |||
| $1.01M | 0.27% | 16,299 -1,275 | -7% | -$78.7K | |||
| $971K | 0.26% | 14,895 -421 | -3% | -$27.4K | |||
| $957K | 0.26% | 3,618 +4 | +0.1% | +$1.06K | |||
| $946K | 0.26% | 15,100 -1,250 | -8% | -$78.3K | |||
| $938K | 0.25% | 6,706 +1,463 | +28% | +$205K | |||
| $936K | 0.25% | 3,837 -1,762 | -31% | -$430K | |||
| $906K | 0.25% | 12,582 +2,241 | +22% | +$161K | |||
| $889K | 0.24% | 12,408 +200 | +2% | +$14.3K | |||
| $877K | 0.24% | 14,379 -1,618 | -10% | -$98.7K | |||
| $862K | 0.23% | 5,517 +440 | +9% | +$68.7K | |||
| $844K | 0.23% | 5,748 | – | – | |||
| $843K | 0.23% | 12,000 | – | – | |||
| $828K | 0.22% | 13,942 -884 | -6% | -$52.5K | |||
| $826K | 0.22% | 12,172 +1,371 | +13% | +$93K | |||
| $817K | 0.22% | 3,957 +77 | +2% | +$15.9K |
