AWM

Aries Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$559K
3
+$519K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$279K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$259K

Top Sells

1
+$1.56M
2
+$397K
3
+$248K
4
ADM icon
Archer Daniels Midland
ADM
+$231K
5
CAG icon
Conagra Brands
CAG
+$205K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.08%
3 Consumer Staples 6.74%
4 Financials 6.58%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$631K 0.26%
10,600
102
$631K 0.26%
4,361
+47
103
$604K 0.25%
3,664
104
$578K 0.24%
15,237
-45
105
$565K 0.23%
7,606
106
$551K 0.23%
23,520
-215
107
$540K 0.22%
16,524
-12,162
108
$537K 0.22%
4,980
109
$525K 0.22%
7,536
-265
110
$524K 0.21%
9,700
111
$518K 0.21%
2,537
-58
112
$509K 0.21%
18,310
+1,400
113
$506K 0.21%
9,922
+560
114
$503K 0.21%
9,221
-74
115
$499K 0.2%
2,044
+295
116
$490K 0.2%
2,858
117
$489K 0.2%
8,170
118
$484K 0.2%
9,210
119
$481K 0.2%
2,400
120
$445K 0.18%
2,296
121
$444K 0.18%
6,500
122
$442K 0.18%
23,865
123
$439K 0.18%
4,217
+460
124
$435K 0.18%
1,196
125
$427K 0.18%
1,200
3 4
5
6 7