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
$226M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$583K
3
+$521K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$500K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$374K

Top Sells

1
+$4.95M
2
+$874K
3
+$507K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$285K
5
DLTR icon
Dollar Tree
DLTR
+$238K

Sector Composition

1 Technology 14.52%
2 Healthcare 12.06%
3 Financials 6.96%
4 Consumer Staples 6.9%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$775K 0.34%
7,371
-208
77
$764K 0.34%
3,746
+10
78
$711K 0.31%
7,506
+250
79
$710K 0.31%
29,393
+5,811
80
$693K 0.31%
18,361
+2,695
81
$675K 0.3%
2,730
+171
82
$674K 0.3%
1,043
83
$661K 0.29%
1,837
+837
84
$649K 0.29%
2,182
+126
85
$647K 0.29%
2,900
86
$645K 0.29%
5,630
87
$642K 0.28%
7,410
+43
88
$628K 0.28%
10,600
89
$608K 0.27%
3,132
+134
90
$597K 0.26%
5,880
-220
91
$594K 0.26%
7,328
92
$590K 0.26%
4,230
+200
93
$587K 0.26%
4,587
-240
94
$583K 0.26%
+19,620
95
$579K 0.26%
9,846
-184
96
$565K 0.25%
6,529
97
$553K 0.24%
3,725
-31
98
$543K 0.24%
4,090
+548
99
$539K 0.24%
11,125
100
$538K 0.24%
2,595
+25
2 3
4
5 6