AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.11M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$764K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$702K

Top Sells

1
+$802K
2
+$743K
3
+$391K
4
INDB icon
Independent Bank
INDB
+$375K
5
PG icon
Procter & Gamble
PG
+$312K

Sector Composition

1 Technology 15.39%
2 Healthcare 9.76%
3 Industrials 6.9%
4 Financials 6.68%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$642K 0.23%
6,688
-29
102
$638K 0.23%
12,890
-580
103
$637K 0.23%
11,616
+450
104
$621K 0.22%
8,625
-1,180
105
$614K 0.22%
13,993
-709
106
$612K 0.22%
8,324
107
$594K 0.21%
4,217
-112
108
$579K 0.21%
10,423
+273
109
$573K 0.2%
1,889
-80
110
$559K 0.2%
9,700
-300
111
$556K 0.2%
2,403
-327
112
$556K 0.2%
1,200
113
$544K 0.19%
2,858
-7
114
$540K 0.19%
4,980
115
$537K 0.19%
9,000
116
$529K 0.19%
2,449
-115
117
$528K 0.19%
8,170
118
$528K 0.19%
+1,105
119
$510K 0.18%
1,196
-164
120
$507K 0.18%
5,630
121
$497K 0.18%
7,372
122
$494K 0.18%
15,606
-800
123
$479K 0.17%
1,169
-10
124
$477K 0.17%
23,865
125
$470K 0.17%
2,400
3 4
5
6 7