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
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$726K
3
+$532K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$516K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$406K

Top Sells

1
+$496K
2
+$291K
3
+$269K
4
RTN
Raytheon Company
RTN
+$222K
5
CHD icon
Church & Dwight Co
CHD
+$215K

Sector Composition

1 Technology 16.27%
2 Healthcare 10.75%
3 Consumer Staples 6.51%
4 Consumer Discretionary 6.37%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$330K 0.2%
1,000
-500
102
$327K 0.2%
6,472
+836
103
$322K 0.2%
7,120
104
$320K 0.2%
6,249
+562
105
$317K 0.19%
1,930
106
$307K 0.19%
5,108
+432
107
$304K 0.19%
4,786
-475
108
$298K 0.18%
+1,500
109
$294K 0.18%
5,932
+833
110
$288K 0.18%
4,085
111
$280K 0.17%
1,084
+120
112
$273K 0.17%
+1,288
113
$273K 0.17%
+3,791
114
$267K 0.16%
10,800
115
$261K 0.16%
2,502
-104
116
$259K 0.16%
+4,691
117
$257K 0.16%
2,395
+260
118
$255K 0.16%
+1,281
119
$253K 0.15%
3,580
-780
120
$250K 0.15%
6,450
121
$233K 0.14%
4,341
-3,225
122
$228K 0.14%
+500
123
$228K 0.14%
+2,000
124
$227K 0.14%
+915
125
$226K 0.14%
+2,789
3 4
5
6 7