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
$164M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$603K
3
+$260K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$232K
5
SPLK
Splunk Inc
SPLK
+$232K

Top Sells

1
+$566K
2
+$430K
3
+$377K
4
TWTR
Twitter, Inc.
TWTR
+$238K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$206K

Sector Composition

1 Technology 14.34%
2 Healthcare 11.1%
3 Financials 7.98%
4 Industrials 7.34%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$377K 0.23%
1,252
102
$370K 0.23%
4,576
103
$366K 0.22%
22,500
104
$353K 0.22%
12,160
105
$352K 0.21%
2,297
-23
106
$345K 0.21%
23,457
107
$339K 0.21%
1,272
108
$337K 0.21%
5,600
+800
109
$329K 0.2%
4,179
110
$325K 0.2%
2,368
111
$316K 0.19%
2,500
112
$308K 0.19%
5,687
113
$306K 0.19%
5,810
114
$296K 0.18%
4,801
115
$290K 0.18%
3,132
116
$289K 0.18%
4,140
-220
117
$283K 0.17%
5,500
118
$283K 0.17%
6,942
119
$282K 0.17%
4,676
120
$276K 0.17%
1,872
121
$266K 0.16%
6,483
122
$265K 0.16%
6,304
123
$264K 0.16%
4,603
-145
124
$260K 0.16%
+3,928
125
$255K 0.16%
1,930
-175
3 4
5
6 7