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
$423M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.14M
3
+$530K
4
VB icon
Vanguard Small-Cap ETF
VB
+$475K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$455K

Top Sells

1
+$233K
2
+$214K
3
+$192K
4
AAPL icon
Apple
AAPL
+$189K
5
AVGO icon
Broadcom
AVGO
+$183K

Sector Composition

1 Technology 14.89%
2 Industrials 6.64%
3 Healthcare 6.47%
4 Financials 6.36%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
76
iShares Core MSCI EAFE ETF
IEFA
$159B
$1.37M 0.32%
15,639
GBTC icon
77
Grayscale Bitcoin Trust
GBTC
$34.2B
$1.31M 0.31%
14,545
AVGO icon
78
Broadcom
AVGO
$1.82T
$1.29M 0.3%
3,905
-555
GOOG icon
79
Alphabet (Google) Class C
GOOG
$3.8T
$1.25M 0.3%
5,142
+85
TXN icon
80
Texas Instruments
TXN
$153B
$1.25M 0.29%
6,777
+439
GEV icon
81
GE Vernova
GEV
$157B
$1.22M 0.29%
1,980
KKR icon
82
KKR & Co
KKR
$109B
$1.22M 0.29%
9,364
-40
ETHE
83
Grayscale Ethereum Trust ETF
ETHE
$3.1B
$1.2M 0.28%
35,077
-215
UNP icon
84
Union Pacific
UNP
$137B
$1.14M 0.27%
4,830
+32
RSP icon
85
Invesco S&P 500 Equal Weight ETF
RSP
$74.3B
$1.14M 0.27%
6,008
LIN icon
86
Linde
LIN
$190B
$1.13M 0.27%
2,385
CL icon
87
Colgate-Palmolive
CL
$64.4B
$1.13M 0.27%
14,157
+285
LOW icon
88
Lowe's Companies
LOW
$138B
$1.13M 0.27%
4,484
NEE icon
89
NextEra Energy
NEE
$176B
$1.13M 0.27%
14,923
-407
RKLB icon
90
Rocket Lab Corp
RKLB
$21.6B
$1.12M 0.27%
23,438
-1,270
UBER icon
91
Uber
UBER
$180B
$1.11M 0.26%
11,355
+127
CI icon
92
Cigna
CI
$73.1B
$1.1M 0.26%
3,827
MA icon
93
Mastercard
MA
$488B
$1.09M 0.26%
1,912
-15
XLK icon
94
Technology Select Sector SPDR Fund
XLK
$93.6B
$1.07M 0.25%
3,795
CSCO icon
95
Cisco
CSCO
$300B
$1.06M 0.25%
15,559
INDB icon
96
Independent Bank
INDB
$3.63B
$1.04M 0.25%
15,100
VGK icon
97
Vanguard FTSE Europe ETF
VGK
$28.1B
$998K 0.24%
12,500
MCK icon
98
McKesson
MCK
$106B
$933K 0.22%
1,208
VXF icon
99
Vanguard Extended Market ETF
VXF
$24.6B
$915K 0.22%
4,369
KLAC icon
100
KLA
KLAC
$152B
$907K 0.21%
841
-1
2 3
4
5 6