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
$103M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$410K
3
+$316K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$277K
5
IBM icon
IBM
IBM
+$253K

Top Sells

1
+$252K
2
+$239K
3
+$233K
4
NEE icon
NextEra Energy
NEE
+$224K
5
MCK icon
McKesson
MCK
+$218K

Sector Composition

1 Technology 11.36%
2 Healthcare 11.13%
3 Financials 10.58%
4 Industrials 10.06%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.36%
8,419
+1,000
77
$368K 0.36%
10,030
78
$365K 0.35%
22,500
79
$359K 0.35%
6,700
-550
80
$353K 0.34%
5,500
81
$346K 0.34%
36,500
82
$341K 0.33%
7,100
83
$340K 0.33%
2,611
+90
84
$339K 0.33%
3,642
+230
85
$326K 0.32%
5,488
+210
86
$318K 0.31%
4,840
+1,486
87
$318K 0.31%
5,036
+558
88
$316K 0.31%
+15,460
89
$314K 0.3%
27,435
-5,000
90
$314K 0.3%
3,068
91
$292K 0.28%
2,500
92
$288K 0.28%
4,316
-38
93
$283K 0.27%
4,000
94
$279K 0.27%
3,525
-100
95
$275K 0.27%
5,687
-671
96
$271K 0.26%
1,400
97
$269K 0.26%
5,500
98
$268K 0.26%
5,481
+1,144
99
$264K 0.26%
3,283
+150
100
$261K 0.25%
1,665
2 3
4
5 6