AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
This Quarter Return
+7%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(+2.9%)
Cap. Flow
+$1.91M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
31.05%
Holding
142
New
7
Increased
17
Reduced
17
Closed
6
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.44M |
| 2 |
KKR & Co
KKR
|
$332K |
| 3 |
Goldman Sachs
GS
|
$280K |
| 4 |
Vanguard Growth ETF
VUG
|
$253K |
| 5 |
ESRX
Express Scripts Holding Company
ESRX
|
$209K |
Top Sells
| 1 |
Halliburton
HAL
|
$233K |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
$204K |
| 3 |
Conagra Brands
CAG
|
$202K |
| 4 |
Dominion Energy
D
|
$201K |
| 5 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$200K |
Sector Composition
| 1 | Technology | 12.28% |
| 2 | Healthcare | 12.14% |
| 3 | Financials | 10.31% |
| 4 | Industrials | 10.08% |
| 5 | Consumer Staples | 6.67% |
