AWM

Aries Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.3M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$361K
3
+$348K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$333K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$331K

Top Sells

1
+$476K
2
+$344K
3
+$309K
4
GS icon
Goldman Sachs
GS
+$280K
5
TXT icon
Textron
TXT
+$270K

Sector Composition

1 Healthcare 12.32%
2 Technology 10.78%
3 Financials 10.17%
4 Industrials 8.74%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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