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
$310M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$986K
3
+$923K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$749K
5
VUG icon
Vanguard Growth ETF
VUG
+$682K

Top Sells

1
+$690K
2
+$529K
3
+$234K
4
TSLA icon
Tesla
TSLA
+$230K
5
ICE icon
Intercontinental Exchange
ICE
+$228K

Sector Composition

1 Technology 14.03%
2 Healthcare 9.57%
3 Industrials 7.01%
4 Financials 6.52%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.34%
21,471
+1,410
77
$1.06M 0.34%
8,651
-45
78
$1.03M 0.33%
9,282
+1,603
79
$1M 0.32%
36,146
-175
80
$992K 0.32%
12,133
+3,870
81
$986K 0.32%
+17,285
82
$983K 0.32%
39,405
+85
83
$954K 0.31%
1,144
-92
84
$950K 0.31%
2,047
+75
85
$901K 0.29%
8,960
-100
86
$894K 0.29%
7,879
87
$879K 0.28%
5,951
88
$861K 0.28%
14,066
-1,500
89
$848K 0.27%
13,263
90
$827K 0.27%
15,890
91
$823K 0.27%
3,614
-35
92
$818K 0.26%
2,823
-150
93
$808K 0.26%
12,000
94
$794K 0.26%
3,813
95
$774K 0.25%
9,611
+5,165
96
$767K 0.25%
3,736
-31
97
$760K 0.24%
2,796
-35
98
$724K 0.23%
12,358
+5,711
99
$723K 0.23%
5,630
100
$709K 0.23%
10,470
2 3
4
5 6