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
$226M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$583K
3
+$521K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$500K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$374K

Top Sells

1
+$4.95M
2
+$874K
3
+$507K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$285K
5
DLTR icon
Dollar Tree
DLTR
+$238K

Sector Composition

1 Technology 14.52%
2 Healthcare 12.06%
3 Financials 6.96%
4 Consumer Staples 6.9%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$354K 0.16%
4,779
127
$348K 0.15%
3,677
+97
128
$346K 0.15%
1,127
-15
129
$343K 0.15%
1,391
+15
130
$336K 0.15%
6,697
+663
131
$334K 0.15%
2,583
+298
132
$325K 0.14%
4,874
+1,180
133
$323K 0.14%
2,455
+150
134
$322K 0.14%
1,157
+242
135
$321K 0.14%
5,855
+429
136
$312K 0.14%
+2,751
137
$310K 0.14%
2,801
+470
138
$305K 0.14%
36,500
139
$298K 0.13%
+3,962
140
$296K 0.13%
1,254
+31
141
$294K 0.13%
5,287
+60
142
$294K 0.13%
5,647
143
$292K 0.13%
2,000
144
$291K 0.13%
1,181
+225
145
$288K 0.13%
1,979
+216
146
$286K 0.13%
7,257
147
$283K 0.13%
4,539
148
$273K 0.12%
3,352
149
$269K 0.12%
3,452
+357
150
$263K 0.12%
2,690
4 5
6
7 8