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
$220M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.68M
3
+$8.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$6.88M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.65M

Top Sells

1
+$13.4M
2
+$13.4M
3
+$12.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$9.22M

Sector Composition

1 Technology 14.43%
2 Healthcare 11.9%
3 Consumer Staples 6.79%
4 Financials 6.52%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$306K 0.14%
+7,257
127
$302K 0.14%
+1,223
128
$296K 0.13%
+2,000
129
$295K 0.13%
+4,779
130
$286K 0.13%
+5,426
131
$284K 0.13%
+6,735
132
$278K 0.13%
+2,285
133
$276K 0.13%
+1,376
134
$274K 0.12%
+2,331
135
$273K 0.12%
+5,227
136
$269K 0.12%
+70,879
137
$263K 0.12%
+12,554
138
$262K 0.12%
+1,763
139
$259K 0.12%
+3,694
140
$258K 0.12%
+3,233
141
$256K 0.12%
915
-7,766
142
$255K 0.12%
+2,757
143
$253K 0.11%
+3,352
144
$249K 0.11%
+2,600
145
$249K 0.11%
2,690
-91,826
146
$246K 0.11%
+8,320
147
$241K 0.11%
+1,565
148
$241K 0.11%
+2,305
149
$238K 0.11%
+1,527
150
$235K 0.11%
+2,868
4 5
6
7 8