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
$452M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$1.91M
3
+$1.62M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.54M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.51M

Top Sells

1
+$753K
2
+$406K
3
+$278K
4
STZ icon
Constellation Brands
STZ
+$276K
5
NVDA icon
NVIDIA
NVDA
+$270K

Sector Composition

1 Technology 13.9%
2 Healthcare 6.82%
3 Industrials 6.59%
4 Financials 5.97%
5 Consumer Discretionary 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBTC icon
101
Grayscale Bitcoin Trust
GBTC
$27.6B
$938K 0.21%
13,720
-825
VXF icon
102
Vanguard Extended Market ETF
VXF
$26.1B
$914K 0.2%
4,369
MMM icon
103
3M
MMM
$85.6B
$913K 0.2%
5,703
EMR icon
104
Emerson Electric
EMR
$84.7B
$905K 0.2%
6,820
+151
PI icon
105
Impinj
PI
$3.7B
$870K 0.19%
5,000
AZN icon
106
AstraZeneca
AZN
$317B
$867K 0.19%
9,427
+179
KO icon
107
Coca-Cola
KO
$347B
$852K 0.19%
12,190
ETHE
108
Grayscale Ethereum Staking ETF Shares
ETHE
$1.74B
$804K 0.18%
32,977
-2,100
NFLX icon
109
Netflix
NFLX
$408B
$780K 0.17%
8,320
+3,500
SHV icon
110
iShares 0-1 Year Treasury Bond ETF
SHV
$20.2B
$778K 0.17%
7,064
+650
AXP icon
111
American Express
AXP
$211B
$776K 0.17%
2,098
+25
TRV icon
112
Travelers Companies
TRV
$66.8B
$771K 0.17%
2,658
CRM icon
113
Salesforce
CRM
$181B
$769K 0.17%
2,903
+40
ACWX icon
114
iShares MSCI ACWI ex US ETF
ACWX
$9.31B
$759K 0.17%
11,302
PFE icon
115
Pfizer
PFE
$156B
$758K 0.17%
30,437
-1,000
MNST icon
116
Monster Beverage
MNST
$80.4B
$744K 0.16%
9,700
AXSM icon
117
Axsome Therapeutics
AXSM
$8.32B
$731K 0.16%
4,000
SUSL icon
118
iShares ESG MSCI USA Leaders ETF
SUSL
$1.04B
$725K 0.16%
5,976
MRSH
119
Marsh
MRSH
$89.8B
$710K 0.16%
3,829
-4
KOD icon
120
Kodiak Sciences
KOD
$1.63B
$699K 0.15%
25,000
XLV icon
121
State Street Health Care Select Sector SPDR ETF
XLV
$42.3B
$688K 0.15%
4,444
-450
IVV icon
122
iShares Core S&P 500 ETF
IVV
$747B
$679K 0.15%
992
+49
TMUS icon
123
T-Mobile US
TMUS
$238B
$663K 0.15%
3,265
-3,551
ETN icon
124
Eaton
ETN
$145B
$648K 0.14%
2,035
+10
WSM icon
125
Williams-Sonoma
WSM
$24B
$640K 0.14%
3,583
-77
3 4
5
6 7