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
$94.3M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$361K
3
+$348K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$333K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$331K

Top Sells

1
+$476K
2
+$344K
3
+$309K
4
GS icon
Goldman Sachs
GS
+$280K
5
TXT icon
Textron
TXT
+$270K

Sector Composition

1 Healthcare 12.32%
2 Technology 10.78%
3 Financials 10.17%
4 Industrials 8.74%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$330K 0.35%
5,400
77
$322K 0.34%
3,545
+20
78
$320K 0.34%
5,687
79
$311K 0.33%
22,500
80
$304K 0.32%
7,819
-1,500
81
$294K 0.31%
4,616
82
$289K 0.31%
4,576
-500
83
$287K 0.3%
4,800
84
$286K 0.3%
6,550
+4,250
85
$281K 0.3%
2,430
-130
86
$279K 0.3%
1,500
87
$272K 0.29%
5,500
88
$272K 0.29%
16,060
+3,285
89
$264K 0.28%
5,500
90
$255K 0.27%
2,323
+297
91
$254K 0.27%
4,901
-513
92
$253K 0.27%
1,827
-56
93
$243K 0.26%
23,457
-533
94
$243K 0.26%
2,568
-300
95
$241K 0.26%
3,044
96
$239K 0.25%
12,160
97
$224K 0.24%
2,448
98
$223K 0.24%
6,146
-250
99
$217K 0.23%
5,500
-1,100
100
$216K 0.23%
5,407
2 3
4
5 6