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
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.22%
2 Technology 10.75%
3 Industrials 10.24%
4 Financials 10.12%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$204K 0.19%
+2,926
127
$202K 0.19%
+829
128
$200K 0.18%
+3,948
129
$153K 0.14%
+617
130
$96K 0.09%
+19,296
131
$93K 0.09%
+14,706
132
$88K 0.08%
+6,775
133
$40K 0.04%
+10,750