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
$255M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$715K
3
+$568K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$516K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$419K

Top Sells

1
+$3.15M
2
+$513K
3
+$351K
4
LHX icon
L3Harris
LHX
+$260K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$250K

Sector Composition

1 Technology 15.54%
2 Healthcare 10.63%
3 Industrials 6.92%
4 Financials 6.72%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$608K 0.24%
4,329
+112
102
$575K 0.23%
8,324
-206
103
$562K 0.22%
15,362
+16
104
$547K 0.21%
9,060
-150
105
$546K 0.21%
1,200
106
$546K 0.21%
1,360
+164
107
$543K 0.21%
7,223
-191
108
$542K 0.21%
1,969
-9
109
$539K 0.21%
10,150
+202
110
$538K 0.21%
11,166
+1,184
111
$536K 0.21%
9,000
-1,600
112
$534K 0.21%
6,231
-4,091
113
$523K 0.2%
2,400
114
$509K 0.2%
2,730
-124
115
$509K 0.2%
4,980
116
$491K 0.19%
8,203
+1,994
117
$491K 0.19%
7,372
+1,320
118
$488K 0.19%
8,170
119
$487K 0.19%
10,000
+300
120
$480K 0.19%
2,865
+7
121
$469K 0.18%
23,865
122
$436K 0.17%
1,179
123
$434K 0.17%
2,564
+5
124
$433K 0.17%
6,500
125
$422K 0.17%
6,738
+364
3 4
5
6 7