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
$220M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.68M
3
+$8.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$6.88M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.65M

Top Sells

1
+$13.4M
2
+$13.4M
3
+$12.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$9.22M

Sector Composition

1 Technology 14.43%
2 Healthcare 11.9%
3 Consumer Staples 6.79%
4 Financials 6.52%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$473K 0.21%
+10,210
102
$466K 0.21%
+7,500
103
$454K 0.21%
+3,542
104
$450K 0.2%
+9,700
105
$446K 0.2%
+3,300
106
$441K 0.2%
+11,125
107
$429K 0.19%
+4,700
108
$418K 0.19%
+1,280
109
$417K 0.19%
+13,248
110
$416K 0.19%
+3,285
111
$402K 0.18%
+9,850
112
$401K 0.18%
+2,196
113
$392K 0.18%
+3,580
114
$389K 0.18%
+2,234
115
$387K 0.18%
+1,227
116
$375K 0.17%
+2,400
117
$360K 0.16%
+4,016
118
$356K 0.16%
+4,242
119
$351K 0.16%
+1,000
120
$340K 0.15%
+6,500
121
$334K 0.15%
+6,034
122
$330K 0.15%
+5,630
123
$326K 0.15%
+36,500
124
$323K 0.15%
+7,069
125
$306K 0.14%
+4,539
3 4
5
6 7