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
$452M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$1.91M
3
+$1.62M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.54M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.51M

Top Sells

1
+$753K
2
+$406K
3
+$278K
4
STZ icon
Constellation Brands
STZ
+$276K
5
NVDA icon
NVIDIA
NVDA
+$270K

Sector Composition

1 Technology 13.9%
2 Healthcare 6.82%
3 Industrials 6.59%
4 Financials 5.97%
5 Consumer Discretionary 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
76
Oracle
ORCL
$418B
$1.36M 0.3%
6,968
+87
BSV icon
77
Vanguard Short-Term Bond ETF
BSV
$43.6B
$1.35M 0.3%
17,156
-773
GEV icon
78
GE Vernova
GEV
$235B
$1.29M 0.29%
1,980
CSCO icon
79
Cisco
CSCO
$314B
$1.2M 0.27%
15,559
UNP icon
80
Union Pacific
UNP
$157B
$1.18M 0.26%
5,080
+250
FBTC icon
81
Fidelity Wise Origin Bitcoin Fund
FBTC
$8.65B
$1.17M 0.26%
15,412
+1,585
RSP icon
82
Invesco S&P 500 Equal Weight ETF
RSP
$90.5B
$1.15M 0.25%
6,008
NEE icon
83
NextEra Energy
NEE
$195B
$1.13M 0.25%
14,124
-799
KKR icon
84
KKR & Co
KKR
$78.2B
$1.13M 0.25%
8,864
-500
TXN icon
85
Texas Instruments
TXN
$193B
$1.13M 0.25%
6,488
-289
CL icon
86
Colgate-Palmolive
CL
$79.5B
$1.11M 0.25%
14,062
-95
MA icon
87
Mastercard
MA
$461B
$1.11M 0.25%
1,939
+27
UBER icon
88
Uber
UBER
$155B
$1.1M 0.24%
13,461
+2,106
CTA icon
89
Simplify Managed Futures Strategy ETF
CTA
$1.36B
$1.1M 0.24%
40,306
-14,785
XLK icon
90
State Street Technology Select Sector SPDR ETF
XLK
$87.7B
$1.09M 0.24%
7,590
INDB icon
91
Independent Bank
INDB
$3.8B
$1.09M 0.24%
14,872
-228
LOW icon
92
Lowe's Companies
LOW
$148B
$1.08M 0.24%
4,484
MUB icon
93
iShares National Muni Bond ETF
MUB
$43.1B
$1.08M 0.24%
10,080
+5,100
CI icon
94
Cigna
CI
$76.4B
$1.05M 0.23%
3,827
VGK icon
95
Vanguard FTSE Europe ETF
VGK
$32.1B
$1.05M 0.23%
12,500
KLAC icon
96
KLA
KLAC
$200B
$1.02M 0.23%
841
JMST icon
97
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.21B
$1M 0.22%
19,670
+14,240
LIN icon
98
Linde
LIN
$235B
$995K 0.22%
2,334
-51
MCK icon
99
McKesson
MCK
$121B
$991K 0.22%
1,208
DIS icon
100
Walt Disney
DIS
$188B
$946K 0.21%
8,314
+1,000
2 3
4
5 6