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
$134M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.69M
3
+$1.47M
4
HD icon
Home Depot
HD
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.31M

Top Sells

1
+$541K
2
+$279K
3
+$272K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$201K
5
META icon
Meta Platforms (Facebook)
META
+$185K

Sector Composition

1 Technology 13.87%
2 Healthcare 12.67%
3 Industrials 9.07%
4 Financials 8.5%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$457K 0.34%
3,331
+60
77
$450K 0.34%
+6,573
78
$415K 0.31%
5,589
-25
79
$414K 0.31%
2,703
80
$406K 0.3%
10,030
81
$394K 0.29%
+2,165
82
$391K 0.29%
2,339
+512
83
$388K 0.29%
6,562
+875
84
$387K 0.29%
5,400
85
$385K 0.29%
+2,185
86
$383K 0.29%
+4,800
87
$382K 0.29%
3,492
88
$365K 0.27%
36,500
89
$357K 0.27%
13,100
-2,100
90
$344K 0.26%
2,400
-350
91
$339K 0.25%
13,174
+4,548
92
$338K 0.25%
3,710
+165
93
$337K 0.25%
1,508
+8
94
$335K 0.25%
+3,786
95
$324K 0.24%
22,500
96
$318K 0.24%
+7,296
97
$316K 0.24%
6,300
-250
98
$316K 0.24%
5,500
99
$315K 0.24%
2,430
100
$310K 0.23%
4,491
-125
2 3
4
5 6