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
$164M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$726K
3
+$532K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$516K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$406K

Top Sells

1
+$496K
2
+$291K
3
+$269K
4
RTN
Raytheon Company
RTN
+$222K
5
CHD icon
Church & Dwight Co
CHD
+$215K

Sector Composition

1 Technology 16.27%
2 Healthcare 10.75%
3 Consumer Staples 6.51%
4 Consumer Discretionary 6.37%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$530K 0.32%
10,030
77
$530K 0.32%
11,134
+1,750
78
$526K 0.32%
2,448
+261
79
$518K 0.32%
4,969
+720
80
$461K 0.28%
5,031
+493
81
$451K 0.28%
7,267
+269
82
$442K 0.27%
2,819
+429
83
$437K 0.27%
9,803
-1,196
84
$412K 0.25%
5,601
+140
85
$410K 0.25%
753
+238
86
$410K 0.25%
2,400
87
$392K 0.24%
2,319
+118
88
$388K 0.24%
+4,162
89
$379K 0.23%
2,265
+353
90
$376K 0.23%
12,160
91
$372K 0.23%
36,500
92
$367K 0.22%
2,342
93
$366K 0.22%
10,742
-844
94
$363K 0.22%
1,227
-25
95
$362K 0.22%
831
+140
96
$357K 0.22%
6,467
+85
97
$350K 0.21%
10,100
-3,000
98
$349K 0.21%
3,060
-81
99
$334K 0.2%
3,505
+175
100
$332K 0.2%
2,367
+50
2 3
4
5 6