AWM

Aries Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$559K
3
+$519K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$279K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$259K

Top Sells

1
+$1.56M
2
+$397K
3
+$248K
4
ADM icon
Archer Daniels Midland
ADM
+$231K
5
CAG icon
Conagra Brands
CAG
+$205K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.08%
3 Consumer Staples 6.74%
4 Financials 6.58%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$896K 0.37%
4,479
77
$880K 0.36%
7,962
+165
78
$843K 0.35%
10,763
-29
79
$837K 0.34%
17,200
80
$835K 0.34%
4,149
-18
81
$821K 0.34%
6,340
+1,000
82
$795K 0.33%
14,594
-1,883
83
$765K 0.31%
10,240
+1,261
84
$763K 0.31%
5,630
85
$731K 0.3%
12,000
86
$721K 0.3%
2,038
-144
87
$717K 0.29%
9,717
-180
88
$714K 0.29%
3,736
-10
89
$699K 0.29%
1,045
+2
90
$687K 0.28%
7,879
-15
91
$683K 0.28%
9,846
92
$680K 0.28%
6,535
+6
93
$675K 0.28%
4,473
-114
94
$672K 0.28%
8,806
-1,873
95
$666K 0.27%
7,574
96
$665K 0.27%
2,911
+4
97
$648K 0.27%
2,900
98
$645K 0.26%
2,856
+46
99
$634K 0.26%
7,718
+390
100
$631K 0.26%
3,093
-150
2 3
4
5 6