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
$200M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$585K
3
+$399K
4
EDIT icon
Editas Medicine
EDIT
+$362K
5
KOD icon
Kodiak Sciences
KOD
+$308K

Top Sells

1
+$269K
2
+$213K
3
+$209K
4
AAPL icon
Apple
AAPL
+$186K
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$419K 0.21%
3,437
102
$403K 0.2%
831
103
$399K 0.2%
36,500
104
$399K 0.2%
2,400
105
$396K 0.2%
6,801
+552
106
$392K 0.2%
4,828
107
$369K 0.18%
1,364
+66
108
$362K 0.18%
+4,000
109
$361K 0.18%
4,686
110
$350K 0.17%
2,000
111
$347K 0.17%
6,012
-455
112
$346K 0.17%
7,120
113
$325K 0.16%
2,482
114
$323K 0.16%
3,580
115
$321K 0.16%
1,930
116
$318K 0.16%
4,000
117
$317K 0.16%
5,004
+1,373
118
$316K 0.16%
2,395
119
$316K 0.16%
1,372
+100
120
$308K 0.15%
+2,000
121
$307K 0.15%
2,100
122
$306K 0.15%
3,738
123
$306K 0.15%
1,931
124
$303K 0.15%
1,366
125
$300K 0.15%
10,800
3 4
5
6 7