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
$108M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$288K
2
+$283K
3
+$282K
4
APA icon
APA Corp
APA
+$233K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$225K

Top Sells

1
+$1.1M
2
+$316K
3
+$248K
4
GS icon
Goldman Sachs
GS
+$205K
5
JNJ icon
Johnson & Johnson
JNJ
+$126K

Sector Composition

1 Healthcare 11.42%
2 Technology 11.32%
3 Industrials 10.63%
4 Financials 10.28%
5 Consumer Staples 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$391K 0.36%
2,611
77
$370K 0.34%
6,700
78
$365K 0.34%
4,048
-653
79
$363K 0.34%
2,750
80
$348K 0.32%
3,492
-150
81
$345K 0.32%
36,500
82
$343K 0.32%
1,400
83
$335K 0.31%
5,279
+439
84
$327K 0.3%
26,968
-5,693
85
$323K 0.3%
5,500
86
$319K 0.29%
7,100
87
$319K 0.29%
2,868
-200
88
$318K 0.29%
3,525
89
$294K 0.27%
5,687
90
$294K 0.27%
4,000
91
$288K 0.27%
+4,800
92
$288K 0.27%
5,488
93
$283K 0.26%
4,187
-129
94
$283K 0.26%
+12,175
95
$277K 0.26%
4,616
-420
96
$269K 0.25%
26,787
-648
97
$268K 0.25%
3,283
98
$268K 0.25%
5,500
99
$257K 0.24%
3,771
100
$257K 0.24%
1,533
2 3
4
5 6