AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
This Quarter Return
+12.14%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+14%)
Cap. Flow
+$4.4M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
36.43%
Holding
167
New
17
Increased
39
Reduced
32
Closed
3
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$772K |
| 2 |
iShares National Muni Bond ETF
MUB
|
$585K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$399K |
| 4 |
Editas Medicine
EDIT
|
$362K |
| 5 |
Kodiak Sciences
KOD
|
$308K |
Top Sells
| 1 |
Plug Power
PLUG
|
$269K |
| 2 |
General Mills
GIS
|
$213K |
| 3 |
Church & Dwight Co
CHD
|
$209K |
| 4 |
Apple
AAPL
|
$186K |
| 5 |
Exxon Mobil
XOM
|
$172K |
Sector Composition
| 1 | Technology | 15.02% |
| 2 | Healthcare | 10.75% |
| 3 | Industrials | 6.75% |
| 4 | Consumer Staples | 6.33% |
| 5 | Financials | 6.16% |
