AWM

Aries Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$559K
3
+$519K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$279K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$259K

Top Sells

1
+$1.56M
2
+$397K
3
+$248K
4
ADM icon
Archer Daniels Midland
ADM
+$231K
5
CAG icon
Conagra Brands
CAG
+$205K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.08%
3 Consumer Staples 6.74%
4 Financials 6.58%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$420K 0.17%
3,132
-9
127
$405K 0.17%
2,234
128
$400K 0.16%
5,279
+500
129
$396K 0.16%
3,176
+100
130
$379K 0.16%
2,455
131
$378K 0.16%
1,179
132
$377K 0.15%
5,564
-115
133
$373K 0.15%
2,000
134
$364K 0.15%
3,285
135
$357K 0.15%
6,052
+107
136
$354K 0.15%
11,004
-1,016
137
$350K 0.14%
2,975
-96
138
$345K 0.14%
4,306
+125
139
$328K 0.13%
6,309
+700
140
$326K 0.13%
4,044
-15
141
$322K 0.13%
36,500
142
$318K 0.13%
5,527
+240
143
$314K 0.13%
2,418
-125
144
$308K 0.13%
2,104
+50
145
$301K 0.12%
5,310
146
$292K 0.12%
757
+25
147
$290K 0.12%
3,700
-1,000
148
$286K 0.12%
3,352
149
$286K 0.12%
70,879
150
$286K 0.12%
1,156
-78
4 5
6
7 8