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
$258M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$352K
2
+$243K
3
+$241K
4
ULTA icon
Ulta Beauty
ULTA
+$235K
5
ZBH icon
Zimmer Biomet
ZBH
+$225K

Top Sells

1
+$223K
2
+$218K
3
+$214K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$210K
5
CVS icon
CVS Health
CVS
+$184K

Sector Composition

1 Technology 15.83%
2 Healthcare 10.77%
3 Industrials 6.79%
4 Consumer Staples 6.61%
5 Financials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.39%
22,271
+860
77
$937K 0.36%
15,566
78
$922K 0.36%
10,322
-868
79
$909K 0.35%
10,721
-42
80
$845K 0.33%
4,132
-17
81
$802K 0.31%
6,045
-295
82
$777K 0.3%
18,370
+60
83
$775K 0.3%
3,736
84
$772K 0.3%
8,806
85
$754K 0.29%
13,052
-1,542
86
$740K 0.29%
12,000
87
$733K 0.28%
9,877
-363
88
$730K 0.28%
1,056
+11
89
$725K 0.28%
2,923
+12
90
$721K 0.28%
4,148
-325
91
$712K 0.28%
7,879
92
$705K 0.27%
2,865
+9
93
$705K 0.27%
9,846
94
$703K 0.27%
3,193
+100
95
$695K 0.27%
8,568
+850
96
$692K 0.27%
1,816
-222
97
$654K 0.25%
4,368
+7
98
$649K 0.25%
6,553
+18
99
$638K 0.25%
3,664
100
$630K 0.24%
10,600
2 3
4
5 6