AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$859K
3
+$593K
4
VB icon
Vanguard Small-Cap ETF
VB
+$509K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$471K

Top Sells

1
+$1.5M
2
+$1.27M
3
+$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$639K

Sector Composition

1 Technology 14.97%
2 Financials 6.74%
3 Healthcare 6.49%
4 Industrials 6.37%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.33%
3,827
-85
77
$1.26M 0.33%
13,872
-27
78
$1.25M 0.33%
9,404
79
$1.25M 0.33%
13,262
+680
80
$1.23M 0.32%
14,545
-350
81
$1.23M 0.32%
4,460
82
$1.12M 0.29%
2,385
-4
83
$1.1M 0.29%
4,798
+40
84
$1.09M 0.29%
6,008
-1,153
85
$1.08M 0.28%
1,927
86
$1.08M 0.28%
15,559
-740
87
$1.06M 0.28%
15,330
-1,431
88
$1.05M 0.27%
1,980
89
$1.05M 0.27%
11,228
+1,410
90
$1.01M 0.26%
42,678
+2,350
91
$995K 0.26%
4,484
92
$969K 0.25%
12,500
+500
93
$961K 0.25%
7,590
-324
94
$950K 0.25%
15,100
95
$909K 0.24%
6,819
-484
96
$907K 0.24%
7,314
-230
97
$897K 0.23%
5,057
-460
98
$885K 0.23%
1,208
99
$884K 0.23%
24,708
100
$875K 0.23%
5,748
2 3
4
5 6