AWM

Aries Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.07M
3
+$715K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$674K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$634K

Top Sells

1
+$1.19M
2
+$756K
3
+$430K
4
AAPL icon
Apple
AAPL
+$378K
5
NVO icon
Novo Nordisk
NVO
+$375K

Sector Composition

1 Technology 14%
2 Healthcare 8.04%
3 Financials 6.85%
4 Industrials 5.85%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$813K 0.22%
1,208
102
$801K 0.22%
5,485
+127
103
$801K 0.22%
7,303
104
$777K 0.21%
8,311
+1,054
105
$763K 0.21%
30,129
-3,090
106
$753K 0.2%
4,369
107
$747K 0.2%
4,460
-40
108
$745K 0.2%
7,544
-293
109
$737K 0.2%
6,674
+15
110
$715K 0.19%
+9,818
111
$702K 0.19%
9,548
-30
112
$694K 0.19%
40,328
+18,896
113
$693K 0.19%
11,878
-377
114
$685K 0.19%
3,234
-294
115
$673K 0.18%
1,755
+520
116
$631K 0.17%
8,610
-16
117
$613K 0.17%
1,699
-71
118
$604K 0.16%
1,980
119
$583K 0.16%
7,940
120
$580K 0.16%
2,543
+456
121
$579K 0.16%
3,660
122
$576K 0.16%
2,400
123
$573K 0.16%
5,976
124
$572K 0.16%
842
125
$568K 0.15%
9,700
3 4
5
6 7