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
$255M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$715K
3
+$568K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$516K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$419K

Top Sells

1
+$3.15M
2
+$513K
3
+$351K
4
LHX icon
L3Harris
LHX
+$260K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$250K

Sector Composition

1 Technology 15.54%
2 Healthcare 10.63%
3 Industrials 6.92%
4 Financials 6.72%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$417K 0.16%
3,335
+30
127
$401K 0.16%
2,008
+8
128
$381K 0.15%
3,132
129
$371K 0.15%
3,346
+170
130
$366K 0.14%
2,459
+4
131
$360K 0.14%
2,301
+5
132
$359K 0.14%
5,269
-32
133
$354K 0.14%
3,300
134
$353K 0.14%
4,941
135
$348K 0.14%
10,379
-325
136
$346K 0.14%
5,279
137
$336K 0.13%
5,647
138
$335K 0.13%
2,975
139
$335K 0.13%
5,310
140
$330K 0.13%
3,214
+1,079
141
$329K 0.13%
2,740
+421
142
$329K 0.13%
4,366
143
$328K 0.13%
4,060
+60
144
$320K 0.13%
5,630
+60
145
$319K 0.12%
2,930
+22
146
$317K 0.12%
2,064
+19
147
$316K 0.12%
4,765
+1,790
148
$306K 0.12%
6,379
+200
149
$306K 0.12%
2,439
+153
150
$303K 0.12%
4,539
4 5
6
7 8