AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.03%
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
+$403K
2
+$381K
3
+$376K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$360K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$360K

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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140
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2 3 4 5
6