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
$262M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$694K
3
+$456K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$323K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$281K

Top Sells

1
+$571K
2
+$485K
3
+$480K
4
VB icon
Vanguard Small-Cap ETF
VB
+$323K
5
NVDA icon
NVIDIA
NVDA
+$298K

Sector Composition

1 Technology 15.98%
2 Healthcare 10.26%
3 Financials 6.64%
4 Industrials 6.52%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$868K 0.33%
948
+15
77
$868K 0.33%
10,241
+275
78
$827K 0.32%
7,131
+459
79
$814K 0.31%
16,180
+140
80
$811K 0.31%
3,891
+2
81
$761K 0.29%
10,210
82
$729K 0.28%
2,818
+40
83
$723K 0.28%
2,086
-40
84
$714K 0.27%
6,926
+225
85
$713K 0.27%
6,099
+80
86
$702K 0.27%
2,400
+100
87
$688K 0.26%
5,921
+921
88
$685K 0.26%
7,367
+70
89
$673K 0.26%
3,872
+590
90
$658K 0.25%
1,000
91
$655K 0.25%
11,125
+385
92
$653K 0.25%
11,763
-250
93
$636K 0.24%
3,886
+100
94
$634K 0.24%
10,600
95
$628K 0.24%
28,686
+10,944
96
$627K 0.24%
7,328
97
$622K 0.24%
9,359
+4,234
98
$593K 0.23%
7,737
+250
99
$593K 0.23%
2,456
+179
100
$584K 0.22%
10,030
-1,441
2 3
4
5 6