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
$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
MCK icon
101
McKesson
MCK
$96.5B
$813K 0.22%
1,208
XLV icon
102
Health Care Select Sector SPDR Fund
XLV
$35.3B
$801K 0.22%
5,485
+127
EMR icon
103
Emerson Electric
EMR
$72.5B
$801K 0.22%
7,303
XLE icon
104
Energy Select Sector SPDR Fund
XLE
$25.8B
$777K 0.21%
8,311
+1,054
PFE icon
105
Pfizer
PFE
$138B
$763K 0.21%
30,129
-3,090
VXF icon
106
Vanguard Extended Market ETF
VXF
$24.3B
$753K 0.2%
4,369
AVGO icon
107
Broadcom
AVGO
$1.67T
$747K 0.2%
4,460
-40
DIS icon
108
Walt Disney
DIS
$198B
$745K 0.2%
7,544
-293
SHV icon
109
iShares Short Treasury Bond ETF
SHV
$20.7B
$737K 0.2%
6,674
+15
UBER icon
110
Uber
UBER
$193B
$715K 0.19%
+9,818
AZN icon
111
AstraZeneca
AZN
$260B
$702K 0.19%
9,548
-30
ETH
112
Grayscale Ethereum Mini Trust ETF
ETH
$2.72B
$694K 0.19%
40,328
+18,896
EEMV icon
113
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.74B
$693K 0.19%
11,878
-377
HON icon
114
Honeywell
HON
$129B
$685K 0.19%
3,234
-294
ADBE icon
115
Adobe
ADBE
$138B
$673K 0.18%
1,755
+520
SHEL icon
116
Shell
SHEL
$206B
$631K 0.17%
8,610
-16
IWF icon
117
iShares Russell 1000 Growth ETF
IWF
$122B
$613K 0.17%
1,699
-71
GEV icon
118
GE Vernova
GEV
$164B
$604K 0.16%
1,980
BND icon
119
Vanguard Total Bond Market
BND
$138B
$583K 0.16%
7,940
CHKP icon
120
Check Point Software Technologies
CHKP
$20.2B
$580K 0.16%
2,543
+456
WSM icon
121
Williams-Sonoma
WSM
$22.8B
$579K 0.16%
3,660
RNR icon
122
RenaissanceRe
RNR
$11.9B
$576K 0.16%
2,400
SUSL icon
123
iShares ESG MSCI USA Leaders ETF
SUSL
$927M
$573K 0.16%
5,976
KLAC icon
124
KLA
KLAC
$145B
$572K 0.16%
842
MNST icon
125
Monster Beverage
MNST
$68.5B
$568K 0.15%
9,700
3 4
5
6 7