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
$111M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$280K
3
+$253K
4
ESRX
Express Scripts Holding Company
ESRX
+$209K
5
IBB icon
iShares Biotechnology ETF
IBB
+$204K

Top Sells

1
+$233K
2
+$204K
3
+$202K
4
D icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$246K 0.22%
1,533
102
$242K 0.22%
5,069
103
$240K 0.22%
4,020
104
$240K 0.22%
3,044
105
$237K 0.21%
2,026
106
$237K 0.21%
686
107
$237K 0.21%
2,890
108
$236K 0.21%
2,448
109
$235K 0.21%
2,690
110
$234K 0.21%
25,249
-1,538
111
$234K 0.21%
879
112
$232K 0.21%
5,407
113
$232K 0.21%
1,986
114
$230K 0.21%
4,930
115
$223K 0.2%
1,507
116
$218K 0.2%
1,147
+50
117
$215K 0.19%
6,587
118
$214K 0.19%
2,500
119
$212K 0.19%
1,658
120
$212K 0.19%
3,135
121
$209K 0.19%
2,380
122
$209K 0.19%
+2,203
123
$204K 0.18%
900
124
$204K 0.18%
+1,675
125
$204K 0.18%
+3,948
2 3 4
5
6