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
$280M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.48M
3
+$1.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$813K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$765K

Top Sells

1
+$802K
2
+$707K
3
+$448K
4
HD icon
Home Depot
HD
+$437K
5
PG icon
Procter & Gamble
PG
+$308K

Sector Composition

1 Technology 15.39%
2 Healthcare 9.76%
3 Industrials 6.9%
4 Financials 6.68%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$951K 0.34%
20,061
+1,745
77
$942K 0.34%
11,193
-566
78
$928K 0.33%
39,320
+7,000
79
$917K 0.33%
15,566
-1,422
80
$897K 0.32%
8,806
-942
81
$846K 0.3%
7,679
-1,023
82
$812K 0.29%
5,951
-343
83
$810K 0.29%
1,972
+16
84
$806K 0.29%
13,263
-1,572
85
$794K 0.28%
15,796
+434
86
$790K 0.28%
3,767
-246
87
$785K 0.28%
8,696
+2,465
88
$774K 0.28%
12,000
89
$767K 0.27%
7,879
90
$752K 0.27%
2,973
+50
91
$751K 0.27%
9,060
92
$734K 0.26%
3,813
-45
93
$705K 0.25%
10,470
-9
94
$692K 0.25%
+29,717
95
$688K 0.25%
11,183
-559
96
$685K 0.24%
4,343
97
$684K 0.24%
2,831
-260
98
$684K 0.24%
3,649
-411
99
$678K 0.24%
8,263
-55
100
$649K 0.23%
7,102
-121
2 3
4
5 6