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
$200M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$585K
3
+$399K
4
EDIT icon
Editas Medicine
EDIT
+$362K
5
KOD icon
Kodiak Sciences
KOD
+$308K

Top Sells

1
+$269K
2
+$213K
3
+$209K
4
AAPL icon
Apple
AAPL
+$186K
5
XOM icon
Exxon Mobil
XOM
+$172K

Sector Composition

1 Technology 15.02%
2 Healthcare 10.75%
3 Industrials 6.75%
4 Consumer Staples 6.33%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$607K 0.3%
10,742
77
$595K 0.3%
7,267
78
$595K 0.3%
2,427
79
$585K 0.29%
5,153
+130
80
$585K 0.29%
+5,000
81
$575K 0.29%
5,441
-300
82
$572K 0.29%
6,224
+1,797
83
$563K 0.28%
2,572
+90
84
$559K 0.28%
5,400
85
$530K 0.26%
4,025
-424
86
$529K 0.26%
7,073
-990
87
$525K 0.26%
9,273
-2,218
88
$513K 0.26%
1,000
89
$510K 0.25%
10,030
90
$493K 0.25%
4,118
-913
91
$492K 0.25%
12,160
92
$492K 0.25%
11,873
-541
93
$484K 0.24%
9,850
94
$480K 0.24%
10,100
95
$472K 0.24%
8,087
-1,520
96
$471K 0.24%
6,702
97
$466K 0.23%
21,250
-2,746
98
$455K 0.23%
2,285
+18
99
$434K 0.22%
1,227
100
$427K 0.21%
3,060
2 3
4
5 6