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
$176M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$680K
3
+$625K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$610K
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$411K

Top Sells

1
+$1.44M
2
+$652K
3
+$559K
4
VUG icon
Vanguard Growth ETF
VUG
+$546K
5
LOW icon
Lowe's Companies
LOW
+$312K

Sector Composition

1 Technology 15.61%
2 Healthcare 10.59%
3 Consumer Staples 7.03%
4 Consumer Discretionary 6.42%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$372K 0.21%
+12,414
102
$359K 0.2%
6,249
103
$345K 0.2%
3,437
-68
104
$335K 0.19%
4,828
-280
105
$334K 0.19%
10,742
106
$331K 0.19%
3,060
107
$322K 0.18%
1,931
+65
108
$309K 0.18%
1,298
+10
109
$306K 0.17%
1,266
+182
110
$293K 0.17%
5,932
111
$290K 0.16%
2,482
-20
112
$288K 0.16%
2,395
113
$288K 0.16%
4,085
114
$286K 0.16%
1,930
115
$282K 0.16%
1,500
116
$280K 0.16%
4,691
117
$278K 0.16%
4,686
-100
118
$273K 0.15%
1,366
+85
119
$263K 0.15%
3,580
120
$259K 0.15%
3,738
+210
121
$254K 0.14%
915
122
$253K 0.14%
1,915
123
$250K 0.14%
500
124
$250K 0.14%
2,000
125
$249K 0.14%
2,100
3 4
5
6 7