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
$150M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$515K
3
+$271K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$245K
5
TWTR
Twitter, Inc.
TWTR
+$238K

Top Sells

1
+$300K
2
+$268K
3
+$254K
4
MMM icon
3M
MMM
+$222K
5
AABA
Altaba Inc
AABA
+$221K

Sector Composition

1 Technology 13.48%
2 Healthcare 10.63%
3 Financials 7.96%
4 Industrials 7.51%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$240K 0.16%
3,240
127
$238K 0.16%
2,135
+165
128
$238K 0.16%
+5,900
129
$231K 0.15%
2,729
+190
130
$228K 0.15%
2,789
131
$228K 0.15%
2,105
-325
132
$227K 0.15%
6,483
133
$225K 0.15%
6,942
-217
134
$222K 0.15%
3,896
135
$220K 0.15%
+1,658
136
$218K 0.15%
503
137
$218K 0.15%
1,809
-18
138
$213K 0.14%
1,094
-45
139
$213K 0.14%
+5,150
140
$210K 0.14%
934
-66
141
$208K 0.14%
3,541
142
$207K 0.14%
2,690
143
$206K 0.14%
+1,776
144
$206K 0.14%
3,135
145
$205K 0.14%
+3,325
146
$204K 0.14%
3,366
-106
147
$203K 0.14%
+2,817
148
$118K 0.08%
847
-66
149
$118K 0.08%
750
150
$97K 0.06%
19,296
3 4 5
6
7