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
$223M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$489K
3
+$455K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$422K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$403K

Top Sells

1
+$1.39M
2
+$362K
3
+$269K
4
AEP icon
American Electric Power
AEP
+$210K
5
NVTA
Invitae Corporation
NVTA
+$205K

Sector Composition

1 Technology 15.13%
2 Healthcare 10.13%
3 Industrials 7.04%
4 Financials 7.01%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$328K 0.15%
5,216
+212
127
$322K 0.14%
1,230
+480
128
$318K 0.14%
2,100
129
$316K 0.14%
1,814
+75
130
$315K 0.14%
617
-214
131
$309K 0.14%
3,890
+152
132
$309K 0.14%
5,630
133
$308K 0.14%
915
134
$296K 0.13%
1,216
+35
135
$296K 0.13%
2,690
136
$294K 0.13%
1,102
+10
137
$289K 0.13%
+3,327
138
$287K 0.13%
8,320
139
$286K 0.13%
4,000
140
$281K 0.13%
4,410
141
$279K 0.13%
1,709
-206
142
$276K 0.12%
4,085
143
$274K 0.12%
4,742
-1,270
144
$270K 0.12%
500
145
$268K 0.12%
2,300
-95
146
$261K 0.12%
3,373
+584
147
$260K 0.12%
+6,976
148
$244K 0.11%
1,280
149
$241K 0.11%
6,483
150
$240K 0.11%
+3,166
4 5
6
7 8