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
$176M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$680K
3
+$625K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$610K
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$411K

Top Sells

1
+$1.44M
2
+$652K
3
+$559K
4
VUG icon
Vanguard Growth ETF
VUG
+$546K
5
LOW icon
Lowe's Companies
LOW
+$312K

Sector Composition

1 Technology 15.61%
2 Healthcare 10.59%
3 Consumer Staples 7.03%
4 Consumer Discretionary 6.42%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.14%
1,272
+80
127
$239K 0.14%
+1,739
128
$239K 0.14%
7,120
129
$236K 0.13%
8,320
130
$227K 0.13%
4,410
131
$220K 0.12%
2,789
132
$217K 0.12%
2,649
133
$216K 0.12%
10,800
134
$216K 0.12%
952
135
$216K 0.12%
+16,000
136
$215K 0.12%
+1,092
137
$213K 0.12%
3,447
138
$209K 0.12%
+2,227
139
$208K 0.12%
+4,000
140
$202K 0.11%
+8,378
141
$200K 0.11%
+3,631
142
$134K 0.08%
10,000
143
$95K 0.05%
19,296
144
$91K 0.05%
10,000
145
$91K 0.05%
10,500
-2,000
146
$82K 0.05%
750
147
$73K 0.04%
14,706
148
$60K 0.03%
1,113
+666
149
$37K 0.02%
2,500
-3,333
150
$12K 0.01%
833
3 4 5
6
7