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
$143M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$958K
2
+$446K
3
+$406K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$393K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$330K

Top Sells

1
+$522K
2
+$330K
3
+$264K
4
GIS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$329K 0.23%
4,312
-179
102
$327K 0.23%
23,457
103
$317K 0.22%
6,300
104
$317K 0.22%
5,845
-4,467
105
$315K 0.22%
12,160
106
$312K 0.22%
1,542
107
$308K 0.22%
2,406
-42
108
$304K 0.21%
+3,140
109
$300K 0.21%
5,500
110
$300K 0.21%
5,407
111
$298K 0.21%
1,200
112
$288K 0.2%
3,482
+258
113
$288K 0.2%
4,800
114
$283K 0.2%
7,159
-137
115
$274K 0.19%
2,430
116
$271K 0.19%
5,500
117
$268K 0.19%
5,500
118
$265K 0.19%
+4,193
119
$263K 0.18%
6,792
-244
120
$260K 0.18%
4,576
121
$254K 0.18%
+8,868
122
$252K 0.18%
4,622
123
$247K 0.17%
4,360
-60
124
$247K 0.17%
5,054
+379
125
$246K 0.17%
4,720
3 4
5
6 7