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AWM

Aries Wealth Management Portfolio holdings

AUM $455M
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
-0.43%
1 Year Est. Return
+21.92%
3 Year Est. Return
+65.68%
5 Year Est. Return
+81.76%
10 Year Est. Return
–
AUM
$455M
AUM Growth
+$3.18M
Cap. Flow
+$12.1M
Cap. Flow %
2.66%
Top 10 Hldgs %
33.76%
Holding
245
New
12
Increased
47
Reduced
63
Closed
11

Top Buys

1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.44M
2
VB icon
Vanguard Small-Cap ETF
VB
+$2.03M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.26M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$998K

Top Sells

1
GDX icon
VanEck Gold Miners ETF
GDX
+$981K
2
AEM icon
Agnico Eagle Mines
AEM
+$944K
3
ADBE icon
Adobe
ADBE
+$622K
4
ORCL icon
Oracle
ORCL
+$507K
5
RKLB icon
Rocket Lab Corp
RKLB
+$478K

Sector Composition

1 Technology 11.88%
2 Industrials 7.27%
3 Healthcare 6.55%
4 Financials 5.34%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
126
iShares Core S&P 500 ETF
IVV
$892B
$648K 0.14%
992
– –
MRSH
127
Marsh
MRSH
$87.3B
$644K 0.14%
3,713
-116
-3% -$20.9K
AXP icon
128
American Express
AXP
$245B
$635K 0.14%
2,098
– –
PTC icon
129
PTC
PTC
$14.6B
$626K 0.14%
+4,395
New +$695K
SHV icon
130
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$619K 0.14%
5,609
-1,455
-21% -$160K
STT icon
131
State Street
STT
$51B
$605K 0.13%
4,779
– –
IAU icon
132
iShares Gold Trust
IAU
$62B
$605K 0.13%
6,860
+225
+3% +$20.6K
HUBB icon
133
Hubbell
HUBB
$25.1B
$592K 0.13%
1,206
– –
MDLZ icon
134
Mondelez International
MDLZ
$77.7B
$571K 0.13%
9,911
-1,441
-13% -$83.5K
ORCL icon
135
Oracle
ORCL
$365B
$566K 0.12%
3,846
-3,122
-45% -$507K
BND icon
136
Vanguard Total Bond Market
BND
$158B
$565K 0.12%
7,677
– –
ETHE
137
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
$563K 0.12%
32,977
– –
GS icon
138
Goldman Sachs
GS
$324B
$545K 0.12%
644
– –
PSX icon
139
Phillips 66
PSX
$80.6B
$542K 0.12%
2,973
– –
LRCX icon
140
Lam Research
LRCX
$401B
$536K 0.12%
2,510
-250
-9% -$55.9K
IEMG icon
141
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$535K 0.12%
7,673
– –
FDX icon
142
FedEx
FDX
$75.7B
$534K 0.12%
1,500
– –
EFAV icon
143
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.18B
$534K 0.12%
5,840
– –
ISRG icon
144
Intuitive Surgical
ISRG
$142B
$525K 0.12%
1,139
+354
+45% +$179K
IWF icon
145
iShares Russell 1000 Growth ETF
IWF
$126B
$514K 0.11%
4,820
– –
CRM icon
146
Salesforce
CRM
$141B
$509K 0.11%
2,729
-174
-6% -$36.1K
FTSM icon
147
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$508K 0.11%
8,500
– –
RNR icon
148
RenaissanceRe
RNR
$13.3B
$499K 0.11%
1,678
– –
INTC icon
149
Intel
INTC
$489B
$491K 0.11%
11,131
– –
COP icon
150
ConocoPhillips
COP
$137B
$490K 0.11%
3,709
– –
4 5
6
7 8

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