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
$108M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$288K
2
+$283K
3
+$282K
4
APA icon
APA Corp
APA
+$233K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$225K

Top Sells

1
+$1.1M
2
+$316K
3
+$248K
4
GS icon
Goldman Sachs
GS
+$205K
5
JNJ icon
Johnson & Johnson
JNJ
+$126K

Sector Composition

1 Healthcare 11.42%
2 Technology 11.32%
3 Industrials 10.63%
4 Financials 10.28%
5 Consumer Staples 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.19%
+2,804
127
$200K 0.18%
2,926
128
$200K 0.18%
1,415
-250
129
$136K 0.13%
900
+167
130
$126K 0.12%
2,300
131
$92K 0.09%
14,706
132
$92K 0.09%
19,296
133
$85K 0.08%
6,775
134
$49K 0.05%
13,000
135
$40K 0.04%
1,000
+375
136
– –
-800
137
– –
-15,460
2 3 4 5
6