AWM

Aries Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
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
76
$1.23M 0.33%
23,596
+120
77
$1.19M 0.32%
16,761
+1,098
78
$1.18M 0.32%
15,639
+664
79
$1.16M 0.32%
31,849
+17,376
80
$1.14M 0.31%
6,344
+131
81
$1.12M 0.31%
4,758
+117
82
$1.11M 0.3%
2,389
+372
83
$1.09M 0.3%
9,404
84
$1.06M 0.29%
1,927
+731
85
$1.05M 0.28%
4,484
+110
86
$1.01M 0.27%
16,299
-1,275
87
$971K 0.26%
14,895
-421
88
$957K 0.26%
3,618
+4
89
$946K 0.26%
15,100
-1,250
90
$938K 0.25%
6,706
+1,463
91
$936K 0.25%
3,837
-1,762
92
$906K 0.25%
12,582
+2,241
93
$889K 0.24%
12,408
+200
94
$877K 0.24%
14,379
-1,618
95
$862K 0.23%
5,517
+440
96
$844K 0.23%
5,748
97
$843K 0.23%
12,000
98
$828K 0.22%
13,942
-884
99
$826K 0.22%
12,172
+1,371
100
$817K 0.22%
3,957
+77
2 3
4
5 6