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
$111M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$280K
3
+$253K
4
ESRX
Express Scripts Holding Company
ESRX
+$209K
5
IBB icon
iShares Biotechnology ETF
IBB
+$204K

Top Sells

1
+$233K
2
+$204K
3
+$202K
4
D icon
Dominion Energy
D
+$201K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$200K

Sector Composition

1 Technology 12.28%
2 Healthcare 12.14%
3 Financials 10.31%
4 Industrials 10.08%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$372K 0.33%
3,492
77
$367K 0.33%
2,750
78
$351K 0.32%
6,600
-100
79
$347K 0.31%
3,525
80
$346K 0.31%
6,396
-63
81
$344K 0.31%
3,848
-200
82
$342K 0.31%
36,500
83
$337K 0.3%
5,414
+135
84
$332K 0.3%
+12,160
85
$332K 0.3%
5,500
86
$324K 0.29%
4,616
87
$313K 0.28%
12,775
+600
88
$312K 0.28%
5,488
89
$308K 0.28%
2,868
90
$307K 0.28%
1,883
-728
91
$305K 0.27%
7,100
92
$304K 0.27%
5,687
93
$294K 0.26%
23,990
-2,978
94
$288K 0.26%
4,800
95
$280K 0.25%
+1,250
96
$275K 0.25%
2,560
97
$270K 0.24%
3,771
98
$266K 0.24%
5,500
99
$253K 0.23%
3,283
100
$253K 0.23%
4,155
-32
2 3
4
5 6