AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
This Quarter Return
+0.68%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$363M
AUM Growth
+$363M
(-0.16%)
Cap. Flow
-$5.31M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
32.41%
Holding
235
New
4
Increased
44
Reduced
77
Closed
12
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$1.26M |
| 2 |
Invesco QQQ Trust
QQQ
|
$914K |
| 3 |
Vanguard Growth ETF
VUG
|
$490K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$459K |
| 5 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$401K |
Top Sells
| 1 |
ETH
Grayscale Ethereum Mini Trust ETF
ETH
|
$4.11M |
| 2 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
$1.78M |
| 3 |
Rocket Lab Corporation Common Stock
RKLB
|
$495K |
| 4 |
American Express
AXP
|
$469K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$402K |
Sector Composition
| 1 | Technology | 15.02% |
| 2 | Healthcare | 7.25% |
| 3 | Financials | 6.84% |
| 4 | Industrials | 6.57% |
| 5 | Consumer Discretionary | 5.66% |
