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
$200M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$585K
3
+$399K
4
EDIT icon
Editas Medicine
EDIT
+$362K
5
KOD icon
Kodiak Sciences
KOD
+$308K

Top Sells

1
+$269K
2
+$213K
3
+$209K
4
AAPL icon
Apple
AAPL
+$186K
5
XOM icon
Exxon Mobil
XOM
+$172K

Sector Composition

1 Technology 15.02%
2 Healthcare 10.75%
3 Industrials 6.75%
4 Consumer Staples 6.33%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$297K 0.15%
4,691
127
$295K 0.15%
1,915
128
$294K 0.15%
1,181
+229
129
$292K 0.15%
915
130
$292K 0.15%
5,932
131
$288K 0.14%
1,739
132
$284K 0.14%
+5,000
133
$281K 0.14%
1,266
134
$281K 0.14%
8,320
135
$281K 0.14%
4,085
136
$269K 0.13%
5,000
-5,000
137
$265K 0.13%
1,092
138
$263K 0.13%
+2,690
139
$263K 0.13%
+1,679
140
$259K 0.13%
4,410
141
$259K 0.13%
8,378
142
$255K 0.13%
500
143
$248K 0.12%
1,500
144
$245K 0.12%
+4,040
145
$242K 0.12%
+5,630
146
$235K 0.12%
+1,280
147
$222K 0.11%
+6,483
148
$212K 0.11%
16,000
149
$212K 0.11%
+1,254
150
$210K 0.1%
2,649
3 4 5
6
7