AWM

Aries Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 17.41%
This Quarter Est. Return
1 Year Est. Return
+17.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$3.96M
3
+$3.88M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.19M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.18M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.22%
2 Technology 10.75%
3 Industrials 10.24%
4 Financials 10.12%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$391K 0.36%
+5,500
77
$389K 0.36%
+32,435
78
$372K 0.34%
+22,500
79
$366K 0.34%
+36,500
80
$358K 0.33%
+7,100
81
$358K 0.33%
+3,068
82
$356K 0.33%
+2,521
83
$355K 0.33%
+10,030
84
$338K 0.31%
+2,750
85
$334K 0.31%
+3,412
86
$333K 0.31%
+4,354
87
$330K 0.3%
+6,358
88
$323K 0.3%
+5,278
89
$314K 0.29%
+3,625
90
$301K 0.28%
+2,500
91
$297K 0.27%
+4,000
92
$296K 0.27%
+1,654
93
$285K 0.26%
+4,478
94
$268K 0.25%
+2,457
95
$268K 0.25%
+5,500
96
$266K 0.24%
+7,050
97
$262K 0.24%
+3,251
98
$253K 0.23%
+1,400
99
$250K 0.23%
+4,930
100
$242K 0.22%
+3,133
2 3
4
5 6