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
$220M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.68M
3
+$8.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$6.88M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.65M

Top Sells

1
+$13.4M
2
+$13.4M
3
+$12.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$9.22M

Sector Composition

1 Technology 14.43%
2 Healthcare 11.9%
3 Consumer Staples 6.79%
4 Financials 6.52%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$663K 0.3%
+10,030
77
$657K 0.3%
+2,570
78
$652K 0.3%
+2,900
79
$649K 0.29%
+3,736
80
$649K 0.29%
+6,100
81
$646K 0.29%
+23,582
82
$639K 0.29%
+16,273
83
$635K 0.29%
+1,043
84
$629K 0.29%
+10,600
85
$624K 0.28%
+15,666
86
$614K 0.28%
+4,827
87
$607K 0.28%
+7,328
88
$598K 0.27%
+2,638
89
$596K 0.27%
+2,559
90
$591K 0.27%
+2,056
91
$586K 0.27%
+7,367
92
$573K 0.26%
+10,263
93
$572K 0.26%
+9,359
94
$565K 0.26%
+2,998
95
$541K 0.25%
+4,030
96
$526K 0.24%
+8,020
97
$521K 0.24%
+3,756
98
$506K 0.23%
+26,040
99
$499K 0.23%
6,529
+3,049
100
$494K 0.22%
+2,919
2 3
4
5 6