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
$143M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$958K
2
+$446K
3
+$406K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$393K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$330K

Top Sells

1
+$522K
2
+$330K
3
+$264K
4
GIS icon
General Mills
GIS
+$242K
5
AGN
Allergan plc
AGN
+$234K

Sector Composition

1 Technology 13.76%
2 Healthcare 11.78%
3 Financials 8.77%
4 Industrials 8.52%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.17%
503
+5
127
$241K 0.17%
3,240
128
$241K 0.17%
2,500
129
$236K 0.17%
1,970
130
$235K 0.16%
11,017
+1,157
131
$232K 0.16%
+2,903
132
$231K 0.16%
3,896
133
$228K 0.16%
1,724
-435
134
$225K 0.16%
3,472
-111
135
$224K 0.16%
1,139
-74
136
$222K 0.16%
+1,827
137
$221K 0.15%
3,150
138
$217K 0.15%
2,789
-15
139
$217K 0.15%
2,539
140
$216K 0.15%
+1,438
141
$212K 0.15%
7,200
142
$212K 0.15%
2,690
143
$209K 0.15%
1,000
-68
144
$207K 0.14%
6,483
145
$205K 0.14%
6,587
146
$205K 0.14%
+3,240
147
$204K 0.14%
2,462
-128
148
$203K 0.14%
+3,135
149
$202K 0.14%
+3,541
150
$200K 0.14%
+3,771
3 4 5
6
7