AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
This Quarter Return
+8.78%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$310M
AUM Growth
+$310M
(+11%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
3.61%
Top 10 Holdings %
Top 10 Hldgs %
31.87%
Holding
215
New
14
Increased
55
Reduced
66
Closed
5
Top Buys
| 1 |
Walmart
WMT
|
$2.38M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.21M |
| 3 |
Grayscale Bitcoin Trust
GBTC
|
$986K |
| 4 |
Vanguard Value ETF
VTV
|
$923K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$749K |
Top Sells
| 1 |
Microsoft
MSFT
|
$690K |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$529K |
| 3 |
Apple
AAPL
|
$234K |
| 4 |
Tesla
TSLA
|
$230K |
| 5 |
Intercontinental Exchange
ICE
|
$228K |
Sector Composition
| 1 | Technology | 14.03% |
| 2 | Healthcare | 9.57% |
| 3 | Industrials | 7.01% |
| 4 | Financials | 6.52% |
| 5 | Consumer Discretionary | 6.21% |
