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
$310M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$986K
3
+$923K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$749K
5
VUG icon
Vanguard Growth ETF
VUG
+$682K

Top Sells

1
+$690K
2
+$529K
3
+$234K
4
TSLA icon
Tesla
TSLA
+$230K
5
ICE icon
Intercontinental Exchange
ICE
+$228K

Sector Composition

1 Technology 14.03%
2 Healthcare 9.57%
3 Industrials 7.01%
4 Financials 6.52%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$504K 0.16%
3,083
+120
127
$496K 0.16%
2,000
128
$492K 0.16%
2,845
-490
129
$486K 0.16%
2,455
130
$464K 0.15%
7,678
-492
131
$459K 0.15%
2,322
-127
132
$439K 0.14%
6,271
133
$436K 0.14%
22,865
-1,000
134
$423K 0.14%
10,054
135
$416K 0.13%
+4,248
136
$411K 0.13%
6,258
-1,545
137
$408K 0.13%
5,279
138
$405K 0.13%
3,132
139
$400K 0.13%
5,310
140
$386K 0.12%
4,841
-53
141
$381K 0.12%
2,925
-452
142
$380K 0.12%
4,410
143
$365K 0.12%
2,908
144
$364K 0.12%
3,147
+172
145
$361K 0.12%
500
146
$357K 0.12%
4,765
147
$356K 0.11%
3,456
148
$353K 0.11%
5,269
149
$350K 0.11%
4,000
150
$348K 0.11%
1,506
-69
4 5
6
7 8