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
$310M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$986K
3
+$923K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$749K
5
VUG icon
Vanguard Growth ETF
VUG
+$682K

Top Sells

1
+$690K
2
+$529K
3
+$234K
4
TSLA icon
Tesla
TSLA
+$230K
5
ICE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$701K 0.23%
15,881
+85
102
$693K 0.22%
11,616
103
$658K 0.21%
2,858
104
$644K 0.21%
1,200
105
$642K 0.21%
4,217
106
$642K 0.21%
9,735
-1,448
107
$639K 0.21%
11,292
+869
108
$633K 0.2%
8,290
-335
109
$620K 0.2%
6,994
-108
110
$612K 0.2%
1,815
-74
111
$605K 0.19%
8,324
112
$597K 0.19%
13,773
-220
113
$596K 0.19%
25,639
-4,078
114
$579K 0.19%
2,317
-86
115
$576K 0.19%
1,196
116
$575K 0.19%
9,700
117
$564K 0.18%
2,400
118
$561K 0.18%
+5,976
119
$539K 0.17%
5,898
-790
120
$537K 0.17%
9,000
121
$537K 0.17%
3,168
-1,175
122
$536K 0.17%
4,980
123
$536K 0.17%
1,019
-86
124
$514K 0.17%
1,157
-12
125
$507K 0.16%
7,372
3 4
5
6 7