AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$634K
2
+$414K
3
+$344K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$296K
5
IBM icon
IBM
IBM
+$258K

Top Sells

1
+$264K
2
+$239K
3
+$233K
4
NEE icon
NextEra Energy
NEE
+$224K
5
MCK icon
McKesson
MCK
+$218K

Sector Composition

1 Technology 11.36%
2 Healthcare 11.13%
3 Financials 10.58%
4 Industrials 10.06%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$46K 0.04%
13,000
+2,250
127
$21K 0.02%
+625
128
– –
-5,069
129
– –
-2,804
130
– –
-1,280
131
– –
-1,000
132
– –
-3,948
133
– –
-2,654
134
– –
-5,980
135
– –
-1,027
136
– –
-2,380
137
– –
-829
138
– –
-1,761
139
– –
-3,235
2 3 4 5
6