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
$103M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$410K
3
+$316K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$277K
5
IBM icon
IBM
IBM
+$253K

Top Sells

1
+$252K
2
+$239K
3
+$233K
4
NEE icon
NextEra Energy
NEE
+$224K
5
MCK icon
McKesson
MCK
+$218K

Sector Composition

1 Technology 11.36%
2 Healthcare 11.13%
3 Financials 10.58%
4 Industrials 10.06%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.25%
7,050
102
$259K 0.25%
3,251
103
$248K 0.24%
2,457
104
$239K 0.23%
1,654
105
$235K 0.23%
4,930
106
$227K 0.22%
6,722
107
$226K 0.22%
5,407
108
$225K 0.22%
1,533
+67
109
$223K 0.22%
+7,550
110
$220K 0.21%
3,771
111
$216K 0.21%
2,448
+141
112
$214K 0.21%
2,021
+327
113
$210K 0.2%
2,690
114
$207K 0.2%
4,020
115
$207K 0.2%
1,832
116
$205K 0.2%
+2,026
117
$205K 0.2%
800
118
$205K 0.2%
2,909
119
$203K 0.2%
2,560
120
$200K 0.19%
2,926
121
$140K 0.14%
733
+116
122
$111K 0.11%
+2,300
123
$93K 0.09%
19,296
124
$88K 0.09%
14,706
125
$87K 0.08%
6,775
2 3 4
5
6