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
$280M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.48M
3
+$1.18M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$813K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$765K

Top Sells

1
+$802K
2
+$707K
3
+$448K
4
HD icon
Home Depot
HD
+$437K
5
PG icon
Procter & Gamble
PG
+$308K

Sector Composition

1 Technology 15.39%
2 Healthcare 9.76%
3 Industrials 6.9%
4 Financials 6.68%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$467K 0.17%
3,335
127
$459K 0.16%
2,000
-8
128
$454K 0.16%
6,271
-467
129
$450K 0.16%
3,377
+31
130
$427K 0.15%
2,455
-4
131
$409K 0.15%
5,279
132
$397K 0.14%
3,005
+265
133
$394K 0.14%
2,963
+425
134
$394K 0.14%
6,647
+1,017
135
$386K 0.14%
4,894
-47
136
$381K 0.14%
3,132
137
$378K 0.13%
10,054
-325
138
$361K 0.13%
4,446
+80
139
$361K 0.13%
2,296
-5
140
$348K 0.12%
2,975
141
$347K 0.12%
5,269
142
$344K 0.12%
3,014
-200
143
$343K 0.12%
4,765
144
$336K 0.12%
5,310
145
$329K 0.12%
4,410
146
$319K 0.11%
2,087
-34
147
$318K 0.11%
4,000
148
$317K 0.11%
3,854
-240
149
$317K 0.11%
5,804
+134
150
$312K 0.11%
1,575
4 5
6
7 8