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
$143M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$958K
2
+$446K
3
+$406K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$393K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$330K

Top Sells

1
+$522K
2
+$330K
3
+$264K
4
GIS icon
General Mills
GIS
+$242K
5
AGN
Allergan plc
AGN
+$234K

Sector Composition

1 Technology 13.76%
2 Healthcare 11.78%
3 Financials 8.77%
4 Industrials 8.52%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$512K 0.36%
21,110
+10,185
77
$490K 0.34%
4,231
-112
78
$482K 0.34%
5,491
-98
79
$482K 0.34%
9,384
80
$480K 0.34%
11,190
81
$478K 0.33%
8,241
+3,525
82
$446K 0.31%
+9,038
83
$441K 0.31%
5,400
84
$440K 0.31%
2,400
85
$432K 0.3%
13,100
86
$430K 0.3%
6,573
87
$425K 0.3%
3,392
-100
88
$424K 0.3%
2,703
89
$418K 0.29%
2,185
90
$418K 0.29%
1,500
-8
91
$411K 0.29%
10,030
92
$393K 0.27%
+7,800
93
$391K 0.27%
2,300
-39
94
$383K 0.27%
6,562
95
$379K 0.26%
1,533
+303
96
$376K 0.26%
2,165
97
$372K 0.26%
3,790
+80
98
$370K 0.26%
36,500
99
$346K 0.24%
22,500
100
$341K 0.24%
1,252
2 3
4
5 6