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
$368M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.07M
3
+$715K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$674K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$634K

Top Sells

1
+$1.19M
2
+$756K
3
+$430K
4
AAPL icon
Apple
AAPL
+$378K
5
NVO icon
Novo Nordisk
NVO
+$375K

Sector Composition

1 Technology 14%
2 Healthcare 8.04%
3 Financials 6.85%
4 Industrials 5.85%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PXF icon
76
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.17B
$1.23M 0.33%
23,596
+120
NEE icon
77
NextEra Energy
NEE
$175B
$1.19M 0.32%
16,761
+1,098
IEFA icon
78
iShares Core MSCI EAFE ETF
IEFA
$157B
$1.18M 0.32%
15,639
+664
BTC
79
Grayscale Bitcoin Mini Trust ETF
BTC
$4.65B
$1.16M 0.32%
31,849
+17,376
TXN icon
80
Texas Instruments
TXN
$160B
$1.14M 0.31%
6,344
+131
UNP icon
81
Union Pacific
UNP
$133B
$1.12M 0.31%
4,758
+117
LIN icon
82
Linde
LIN
$208B
$1.11M 0.3%
2,389
+372
KKR icon
83
KKR & Co
KKR
$105B
$1.09M 0.3%
9,404
MA icon
84
Mastercard
MA
$497B
$1.06M 0.29%
1,927
+731
LOW icon
85
Lowe's Companies
LOW
$136B
$1.05M 0.28%
4,484
+110
CSCO icon
86
Cisco
CSCO
$273B
$1.01M 0.27%
16,299
-1,275
GBTC icon
87
Grayscale Bitcoin Trust
GBTC
$42.6B
$971K 0.26%
14,895
-421
TRV icon
88
Travelers Companies
TRV
$58.3B
$957K 0.26%
3,618
+4
INDB icon
89
Independent Bank
INDB
$3.21B
$946K 0.26%
15,100
-1,250
ORCL icon
90
Oracle
ORCL
$892B
$938K 0.25%
6,706
+1,463
MMC icon
91
Marsh & McLennan
MMC
$91.4B
$936K 0.25%
3,837
-1,762
FBTC icon
92
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.1B
$906K 0.25%
12,582
+2,241
KO icon
93
Coca-Cola
KO
$291B
$889K 0.24%
12,408
+200
BMY icon
94
Bristol-Myers Squibb
BMY
$88.3B
$877K 0.24%
14,379
-1,618
GOOG icon
95
Alphabet (Google) Class C
GOOG
$3.05T
$862K 0.23%
5,517
+440
MMM icon
96
3M
MMM
$80.6B
$844K 0.23%
5,748
VGK icon
97
Vanguard FTSE Europe ETF
VGK
$27.6B
$843K 0.23%
12,000
VGIT icon
98
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$828K 0.22%
13,942
-884
MDLZ icon
99
Mondelez International
MDLZ
$79.7B
$826K 0.22%
12,172
+1,371
XLK icon
100
Technology Select Sector SPDR Fund
XLK
$93.7B
$817K 0.22%
3,957
+77
2 3
4
5 6