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
$176M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$680K
3
+$625K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$610K
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$411K

Top Sells

1
+$1.44M
2
+$652K
3
+$559K
4
VUG icon
Vanguard Growth ETF
VUG
+$546K
5
LOW icon
Lowe's Companies
LOW
+$312K

Sector Composition

1 Technology 15.61%
2 Healthcare 10.59%
3 Consumer Staples 7.03%
4 Consumer Discretionary 6.42%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$562K 0.32%
11,134
77
$551K 0.31%
2,887
+68
78
$550K 0.31%
2,434
-14
79
$550K 0.31%
10,030
80
$523K 0.3%
5,031
81
$517K 0.29%
23,996
-1,192
82
$493K 0.28%
5,741
+140
83
$489K 0.28%
2,482
+163
84
$476K 0.27%
7,267
85
$471K 0.27%
8,063
-1,327
86
$464K 0.26%
2,617
+352
87
$444K 0.25%
9,607
-196
88
$441K 0.25%
783
+30
89
$418K 0.24%
12,160
90
$415K 0.24%
1,227
91
$414K 0.24%
4,427
+265
92
$408K 0.23%
831
93
$407K 0.23%
2,400
94
$405K 0.23%
10,100
95
$403K 0.23%
9,850
+3,400
96
$393K 0.22%
1,000
97
$389K 0.22%
36,500
98
$386K 0.22%
2,267
-75
99
$385K 0.22%
6,467
100
$373K 0.21%
6,702
+230
2 3
4
5 6