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
$364M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.5M
3
+$1.46M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.42M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M

Top Sells

1
+$818K
2
+$427K
3
+$343K
4
CSCO icon
Cisco
CSCO
+$300K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$297K

Sector Composition

1 Technology 14.84%
2 Healthcare 8.46%
3 Industrials 6.72%
4 Financials 6.6%
5 Consumer Discretionary 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$795K 0.22%
+4,369
102
$791K 0.22%
12,611
+673
103
$782K 0.22%
+35,737
104
$776K 0.21%
4,500
+2,670
105
$759K 0.21%
7,894
-331
106
$746K 0.21%
9,578
-892
107
$745K 0.2%
2,723
-100
108
$729K 0.2%
3,528
-217
109
$697K 0.19%
2,706
-90
110
$690K 0.19%
9,366
+3,103
111
$674K 0.19%
1,169
112
$674K 0.19%
1,795
113
$671K 0.18%
2,025
+1,117
114
$655K 0.18%
1,265
+100
115
$654K 0.18%
2,400
116
$652K 0.18%
+842
117
$649K 0.18%
+1,382
118
$633K 0.17%
2,276
-41
119
$622K 0.17%
2,658
-204
120
$614K 0.17%
8,177
-147
121
$607K 0.17%
5,976
122
$597K 0.16%
1,208
123
$592K 0.16%
+3,799
124
$591K 0.16%
1,196
125
$567K 0.16%
+3,660
3 4
5
6 7