AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$859K
3
+$593K
4
VB icon
Vanguard Small-Cap ETF
VB
+$509K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$471K

Top Sells

1
+$1.5M
2
+$1.27M
3
+$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$639K

Sector Composition

1 Technology 14.97%
2 Financials 6.74%
3 Healthcare 6.49%
4 Industrials 6.37%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$862K 0.23%
12,190
-218
102
$842K 0.22%
4,369
103
$839K 0.22%
3,837
104
$827K 0.22%
12,263
+91
105
$754K 0.2%
842
106
$753K 0.2%
3,234
107
$738K 0.19%
30,437
+308
108
$736K 0.19%
35,292
-780
109
$723K 0.19%
2,025
110
$711K 0.19%
2,658
-960
111
$700K 0.18%
6,339
-335
112
$693K 0.18%
11,367
+3,906
113
$667K 0.17%
9,548
114
$661K 0.17%
2,073
115
$660K 0.17%
4,894
-591
116
$658K 0.17%
3,799
117
$648K 0.17%
5,976
118
$645K 0.17%
4,820
119
$641K 0.17%
9,100
+490
120
$634K 0.17%
13,694
-685
121
$618K 0.16%
2,266
+526
122
$617K 0.16%
1,594
-161
123
$608K 0.16%
9,700
124
$598K 0.16%
3,660
125
$586K 0.15%
943
3 4
5
6 7