AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
This Quarter Return
-11.81%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$94.3M
AUM Growth
+$94.3M
(-15%)
Cap. Flow
-$3.6M
Cap. Flow
% of AUM
-3.81%
Top 10 Holdings %
Top 10 Hldgs %
31.59%
Holding
140
New
4
Increased
31
Reduced
26
Closed
26
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$362K |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$361K |
| 3 |
Vanguard Growth ETF
VUG
|
$348K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$333K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$331K |
Top Sells
| 1 |
AQUA
Evoqua Water Technologies Corp. Common Stock
AQUA
|
$476K |
| 2 |
CELG
Celgene Corp
CELG
|
$344K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$309K |
| 4 |
Goldman Sachs
GS
|
$280K |
| 5 |
Textron
TXT
|
$270K |
Sector Composition
| 1 | Healthcare | 12.32% |
| 2 | Technology | 10.78% |
| 3 | Financials | 10.17% |
| 4 | Industrials | 8.74% |
| 5 | Consumer Staples | 7.58% |
