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
$150M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$515K
3
+$271K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$245K
5
TWTR
Twitter, Inc.
TWTR
+$238K

Top Sells

1
+$300K
2
+$268K
3
+$254K
4
MMM icon
3M
MMM
+$222K
5
AABA
Altaba Inc
AABA
+$221K

Sector Composition

1 Technology 13.48%
2 Healthcare 10.63%
3 Financials 7.96%
4 Industrials 7.51%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$335K 0.22%
3,140
102
$333K 0.22%
1,500
-33
103
$332K 0.22%
4,179
-133
104
$329K 0.22%
22,500
105
$320K 0.21%
12,160
106
$316K 0.21%
5,810
-35
107
$314K 0.21%
1,272
+72
108
$312K 0.21%
5,687
+280
109
$299K 0.2%
5,500
110
$293K 0.19%
3,482
111
$291K 0.19%
2,368
-38
112
$289K 0.19%
4,800
113
$281K 0.19%
4,801
+179
114
$277K 0.18%
2,500
115
$269K 0.18%
4,576
116
$268K 0.18%
4,676
-44
117
$265K 0.18%
4,360
118
$262K 0.17%
1,872
+148
119
$255K 0.17%
3,132
+229
120
$254K 0.17%
1,308
-234
121
$252K 0.17%
5,134
+80
122
$248K 0.16%
4,748
-5,750
123
$245K 0.16%
6,304
-488
124
$242K 0.16%
4,172
-21
125
$241K 0.16%
11,203
+186
3 4
5
6 7