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
$255M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$715K
3
+$568K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$516K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$419K

Top Sells

1
+$3.15M
2
+$513K
3
+$351K
4
LHX icon
L3Harris
LHX
+$260K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$250K

Sector Composition

1 Technology 15.54%
2 Healthcare 10.63%
3 Industrials 6.92%
4 Financials 6.72%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$874K 0.34%
+6,300
77
$870K 0.34%
11,759
+299
78
$861K 0.34%
32,320
+10,220
79
$849K 0.33%
9,748
+942
80
$826K 0.32%
6,294
+249
81
$807K 0.32%
14,835
+602
82
$802K 0.31%
12,042
-2,035
83
$798K 0.31%
18,316
-3,955
84
$759K 0.3%
7,879
85
$747K 0.29%
4,013
+277
86
$742K 0.29%
1,956
+140
87
$726K 0.28%
3,091
+226
88
$724K 0.28%
2,923
89
$711K 0.28%
10,479
+633
90
$697K 0.27%
12,000
91
$674K 0.26%
1,061
+5
92
$673K 0.26%
8,318
-250
93
$667K 0.26%
11,742
-1,310
94
$662K 0.26%
9,805
-72
95
$657K 0.26%
3,858
-290
96
$651K 0.25%
14,702
-32
97
$629K 0.25%
6,717
+164
98
$621K 0.24%
13,470
-4,900
99
$620K 0.24%
4,060
+396
100
$617K 0.24%
4,343
-25
2 3
4
5 6