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
$258M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$352K
2
+$243K
3
+$241K
4
ULTA icon
Ulta Beauty
ULTA
+$235K
5
ZBH icon
Zimmer Biomet
ZBH
+$225K

Top Sells

1
+$223K
2
+$218K
3
+$214K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$210K
5
CVS icon
CVS Health
CVS
+$184K

Sector Composition

1 Technology 15.83%
2 Healthcare 10.77%
3 Industrials 6.79%
4 Consumer Staples 6.61%
5 Financials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$620K 0.24%
7,414
-160
102
$620K 0.24%
8,530
-1,187
103
$612K 0.24%
14,734
-503
104
$607K 0.24%
2,854
-46
105
$564K 0.22%
22,100
-1,420
106
$557K 0.22%
9,700
107
$547K 0.21%
9,948
+727
108
$544K 0.21%
1,978
-66
109
$532K 0.21%
4,980
110
$516K 0.2%
9,210
111
$513K 0.2%
15,346
-1,178
112
$513K 0.2%
1,200
113
$510K 0.2%
4,217
114
$507K 0.2%
8,170
115
$505K 0.2%
5,630
116
$499K 0.19%
9,982
+60
117
$496K 0.19%
2,858
118
$496K 0.19%
2,559
+22
119
$494K 0.19%
6,500
120
$470K 0.18%
1,196
121
$465K 0.18%
6,374
-1,162
122
$458K 0.18%
23,865
123
$448K 0.17%
2,400
124
$436K 0.17%
1,179
125
$432K 0.17%
3,132
3 4
5
6 7