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
$364M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.5M
3
+$1.46M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.42M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M

Top Sells

1
+$818K
2
+$427K
3
+$343K
4
CSCO icon
Cisco
CSCO
+$300K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$297K

Sector Composition

1 Technology 14.84%
2 Healthcare 8.46%
3 Industrials 6.72%
4 Financials 6.6%
5 Consumer Discretionary 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$565K 0.16%
1,157
127
$547K 0.15%
6,234
+190
128
$541K 0.15%
4,980
129
$526K 0.14%
+1,228
130
$519K 0.14%
+4,356
131
$509K 0.14%
8,500
-500
132
$506K 0.14%
9,700
133
$505K 0.14%
1,980
134
$504K 0.14%
4,555
-2,689
135
$502K 0.14%
2,645
-200
136
$494K 0.14%
5,955
-1,210
137
$491K 0.14%
50,474
-2,950
138
$487K 0.13%
6,792
-962
139
$480K 0.13%
2,000
-12
140
$472K 0.13%
7,297
+50
141
$470K 0.13%
804
+341
142
$467K 0.13%
5,279
143
$454K 0.12%
4,308
+1,746
144
$453K 0.12%
8,161
+3,205
145
$451K 0.12%
22,865
146
$449K 0.12%
6,811
+175
147
$441K 0.12%
7,071
+3,486
148
$441K 0.12%
+7,673
149
$439K 0.12%
4,000
150
$424K 0.12%
6,529
-200
4 5
6
7 8