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
$364M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.5M
3
+$1.46M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.42M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M

Top Sells

1
+$818K
2
+$427K
3
+$343K
4
CSCO icon
Cisco
CSCO
+$300K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$297K

Sector Composition

1 Technology 14.84%
2 Healthcare 8.46%
3 Industrials 6.72%
4 Financials 6.6%
5 Consumer Discretionary 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.34%
23,476
-760
77
$1.21M 0.33%
4,464
-18
78
$1.17M 0.32%
+14,975
79
$1.16M 0.32%
44,435
+3,700
80
$1.15M 0.31%
17,200
81
$1.11M 0.31%
5,130
-500
82
$1.09M 0.3%
4,441
-32
83
$1.01M 0.28%
5,665
+2,497
84
$991K 0.27%
3,653
-36
85
$976K 0.27%
2,047
-57
86
$967K 0.27%
16,350
+228
87
$961K 0.26%
33,219
-2,496
88
$936K 0.26%
11,616
89
$935K 0.26%
17,574
-5,636
90
$902K 0.25%
17,432
-2,990
91
$897K 0.25%
5,821
-105
92
$895K 0.25%
14,807
+455
93
$893K 0.25%
5,243
+2,335
94
$887K 0.24%
3,928
95
$877K 0.24%
12,208
-1,839
96
$853K 0.23%
12,000
97
$849K 0.23%
5,077
98
$818K 0.22%
7,482
-397
99
$809K 0.22%
16,016
-1,808
100
$799K 0.22%
5,848
2 3
4
5 6