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
$232M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$857K
3
+$584K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$529K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$477K

Top Sells

1
+$1.12M
2
+$1.08M
3
+$352K
4
XOM icon
Exxon Mobil
XOM
+$318K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$296K

Sector Composition

1 Technology 13.47%
2 Healthcare 12.37%
3 Consumer Staples 7.19%
4 Financials 7.12%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$383K 0.16%
6,500
127
$375K 0.16%
+1,749
128
$371K 0.16%
4,779
129
$369K 0.16%
5,945
+90
130
$353K 0.15%
3,071
+320
131
$347K 0.15%
3,076
+275
132
$333K 0.14%
3,757
+80
133
$326K 0.14%
5,122
+1,327
134
$324K 0.14%
4,181
+219
135
$324K 0.14%
2,455
136
$321K 0.14%
2,543
-40
137
$316K 0.14%
1,519
+338
138
$316K 0.14%
2,000
139
$315K 0.14%
4,059
-160
140
$314K 0.14%
1,179
+22
141
$314K 0.14%
36,500
142
$314K 0.14%
1,234
-20
143
$313K 0.13%
2,054
+75
144
$309K 0.13%
+4,000
145
$305K 0.13%
1,151
-240
146
$302K 0.13%
5,647
147
$301K 0.13%
5,287
148
$299K 0.13%
5,310
-1,425
149
$299K 0.13%
1,127
150
$286K 0.12%
1,966
+230
4 5
6
7 8