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
$150M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$515K
3
+$271K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$245K
5
TWTR
Twitter, Inc.
TWTR
+$238K

Top Sells

1
+$300K
2
+$268K
3
+$254K
4
MMM icon
3M
MMM
+$222K
5
AABA
Altaba Inc
AABA
+$221K

Sector Composition

1 Technology 13.48%
2 Healthcare 10.63%
3 Financials 7.96%
4 Industrials 7.51%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$472K 0.31%
9,384
77
$468K 0.31%
5,421
-70
78
$467K 0.31%
11,190
79
$460K 0.31%
7,941
-300
80
$460K 0.31%
16,634
-3,740
81
$459K 0.31%
10,400
+4,100
82
$459K 0.31%
19,525
-1,585
83
$458K 0.3%
2,400
84
$448K 0.3%
3,141
-211
85
$441K 0.29%
6,573
86
$437K 0.29%
10,030
87
$425K 0.28%
3,950
+160
88
$415K 0.28%
1,500
89
$407K 0.27%
2,202
+17
90
$406K 0.27%
2,703
91
$400K 0.27%
6,682
+120
92
$400K 0.27%
2,015
-150
93
$384K 0.26%
36,500
94
$382K 0.25%
3,285
-107
95
$369K 0.25%
7,823
-1,215
96
$369K 0.25%
13,100
97
$368K 0.24%
23,457
98
$365K 0.24%
2,259
-41
99
$345K 0.23%
1,252
100
$338K 0.22%
2,320
-1,151
2 3
4
5 6