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
$383M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$928K
3
+$636K
4
VB icon
Vanguard Small-Cap ETF
VB
+$541K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$473K

Top Sells

1
+$1.51M
2
+$1.09M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$769K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$680K

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
CI icon
76
Cigna
CI
$72B
$1.27M 0.33%
3,827
-85
CL icon
77
Colgate-Palmolive
CL
$62.9B
$1.26M 0.33%
13,872
-27
KKR icon
78
KKR & Co
KKR
$107B
$1.25M 0.33%
9,404
FBTC icon
79
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.4B
$1.25M 0.33%
13,262
+680
GBTC icon
80
Grayscale Bitcoin Trust
GBTC
$37.7B
$1.23M 0.32%
14,545
-350
AVGO icon
81
Broadcom
AVGO
$1.62T
$1.23M 0.32%
4,460
LIN icon
82
Linde
LIN
$198B
$1.12M 0.29%
2,385
-4
UNP icon
83
Union Pacific
UNP
$132B
$1.1M 0.29%
4,798
+40
RSP icon
84
Invesco S&P 500 Equal Weight ETF
RSP
$73.7B
$1.09M 0.29%
6,008
-1,153
MA icon
85
Mastercard
MA
$490B
$1.08M 0.28%
1,927
CSCO icon
86
Cisco
CSCO
$307B
$1.08M 0.28%
15,559
-740
NEE icon
87
NextEra Energy
NEE
$175B
$1.06M 0.28%
15,330
-1,431
GEV icon
88
GE Vernova
GEV
$157B
$1.05M 0.27%
1,980
UBER icon
89
Uber
UBER
$190B
$1.05M 0.27%
11,228
+1,410
ETH
90
Grayscale Ethereum Mini Trust ETF
ETH
$2.23B
$1.01M 0.26%
42,678
+2,350
LOW icon
91
Lowe's Companies
LOW
$128B
$995K 0.26%
4,484
VGK icon
92
Vanguard FTSE Europe ETF
VGK
$27.7B
$969K 0.25%
12,500
+500
XLK icon
93
Technology Select Sector SPDR Fund
XLK
$94.7B
$961K 0.25%
3,795
-162
INDB icon
94
Independent Bank
INDB
$3.43B
$950K 0.25%
15,100
EMR icon
95
Emerson Electric
EMR
$71.7B
$909K 0.24%
6,819
-484
DIS icon
96
Walt Disney
DIS
$189B
$907K 0.24%
7,314
-230
GOOG icon
97
Alphabet (Google) Class C
GOOG
$3.34T
$897K 0.23%
5,057
-460
MCK icon
98
McKesson
MCK
$104B
$885K 0.23%
1,208
RKLB icon
99
Rocket Lab Corp
RKLB
$24.3B
$884K 0.23%
24,708
MMM icon
100
3M
MMM
$89B
$875K 0.23%
5,748
2 3
4
5 6