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
$258M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$352K
2
+$243K
3
+$241K
4
ULTA icon
Ulta Beauty
ULTA
+$235K
5
ZBH icon
Zimmer Biomet
ZBH
+$225K

Top Sells

1
+$223K
2
+$218K
3
+$214K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$210K
5
CVS icon
CVS Health
CVS
+$184K

Sector Composition

1 Technology 15.83%
2 Healthcare 10.77%
3 Industrials 6.79%
4 Consumer Staples 6.61%
5 Financials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$425K 0.16%
70,879
127
$412K 0.16%
2,296
128
$409K 0.16%
2,000
129
$406K 0.16%
6,209
+645
130
$403K 0.16%
2,455
131
$389K 0.15%
3,176
132
$386K 0.15%
5,279
133
$361K 0.14%
10,704
-300
134
$360K 0.14%
3,305
+20
135
$358K 0.14%
4,064
+20
136
$355K 0.14%
2,045
-189
137
$349K 0.14%
6,052
138
$346K 0.13%
2,908
139
$345K 0.13%
4,366
+60
140
$343K 0.13%
2,975
141
$342K 0.13%
4,941
-2,665
142
$338K 0.13%
5,310
143
$331K 0.13%
2,319
+215
144
$327K 0.13%
5,570
+1,124
145
$322K 0.12%
6,179
-130
146
$320K 0.12%
5,301
-226
147
$314K 0.12%
917
-177
148
$309K 0.12%
4,000
149
$303K 0.12%
1,148
-8
150
$297K 0.12%
3,300
-400
4 5
6
7 8