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
$134M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.69M
3
+$1.47M
4
HD icon
Home Depot
HD
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.31M

Top Sells

1
+$541K
2
+$279K
3
+$272K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$201K
5
META icon
Meta Platforms (Facebook)
META
+$185K

Sector Composition

1 Technology 13.87%
2 Healthcare 12.67%
3 Industrials 9.07%
4 Financials 8.5%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$229K 0.17%
+11,020
127
$228K 0.17%
+4,720
128
$227K 0.17%
+6,900
129
$226K 0.17%
+4,675
130
$222K 0.17%
+10,700
131
$221K 0.17%
+2,500
132
$220K 0.16%
+1,973
133
$217K 0.16%
+2,457
134
$215K 0.16%
2,804
135
$214K 0.16%
+1,213
136
$213K 0.16%
+498
137
$210K 0.16%
+1,068
138
$210K 0.16%
+7,200
139
$209K 0.16%
+3,896
140
$208K 0.16%
+2,690
141
$208K 0.16%
+9,860
142
$206K 0.15%
+1,658
143
$205K 0.15%
+2,590
144
$204K 0.15%
+2,539
145
$203K 0.15%
+6,587
146
$198K 0.15%
+750
147
$190K 0.14%
913
+13
148
$102K 0.08%
11,567
-400
149
$93K 0.07%
19,296
150
$88K 0.07%
14,706
3 4 5
6
7