AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
This Quarter Return
+3.33%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+7%)
Cap. Flow
+$2.93M
Cap. Flow
% of AUM
2.05%
Top 10 Holdings %
Top 10 Hldgs %
29.83%
Holding
169
New
14
Increased
29
Reduced
46
Closed
10
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$958K |
| 2 |
Dow Inc
DOW
|
$446K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$406K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$393K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$330K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$1.33M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$522K |
| 3 |
Meta Platforms (Facebook)
META
|
$264K |
| 4 |
General Mills
GIS
|
$242K |
| 5 |
AGN
Allergan plc
AGN
|
$234K |
Sector Composition
| 1 | Technology | 13.76% |
| 2 | Healthcare | 11.78% |
| 3 | Financials | 8.77% |
| 4 | Industrials | 8.52% |
| 5 | Consumer Staples | 7.58% |
