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
$368M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.07M
3
+$715K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$674K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$634K

Top Sells

1
+$1.19M
2
+$756K
3
+$430K
4
AAPL icon
Apple
AAPL
+$378K
5
NVO icon
Novo Nordisk
NVO
+$375K

Sector Composition

1 Technology 14%
2 Healthcare 8.04%
3 Financials 6.85%
4 Industrials 5.85%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHR icon
126
Danaher
DHR
$150B
$559K 0.15%
2,728
+507
AXP icon
127
American Express
AXP
$241B
$558K 0.15%
2,073
ARES icon
128
Ares Management
ARES
$31.1B
$557K 0.15%
3,799
ETN icon
129
Eaton
ETN
$145B
$550K 0.15%
2,025
ETHE
130
Grayscale Ethereum Trust ETF
ETHE
$4.31B
$549K 0.15%
36,072
-75
IVV icon
131
iShares Core S&P 500 ETF
IVV
$660B
$530K 0.14%
943
-226
MUB icon
132
iShares National Muni Bond ETF
MUB
$40.3B
$525K 0.14%
4,980
AMP icon
133
Ameriprise Financial
AMP
$44.3B
$524K 0.14%
1,082
STZ icon
134
Constellation Brands
STZ
$24.6B
$517K 0.14%
2,819
+153
XLF icon
135
Financial Select Sector SPDR Fund
XLF
$53.7B
$514K 0.14%
10,310
+1,756
FTSM icon
136
First Trust Enhanced Short Maturity ETF
FTSM
$6.18B
$509K 0.14%
8,500
TTE icon
137
TotalEnergies
TTE
$133B
$507K 0.14%
7,837
IJR icon
138
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$481K 0.13%
4,603
+2,157
FSK icon
139
FS KKR Capital
FSK
$4.16B
$479K 0.13%
22,865
UNM icon
140
Unum
UNM
$12.9B
$476K 0.13%
5,846
ORLY icon
141
O'Reilly Automotive
ORLY
$86.2B
$474K 0.13%
4,965
CRM icon
142
Salesforce
CRM
$231B
$467K 0.13%
1,740
+627
XLI icon
143
Industrial Select Sector SPDR Fund
XLI
$23.4B
$467K 0.13%
3,560
+349
AXSM icon
144
Axsome Therapeutics
AXSM
$6.38B
$467K 0.13%
4,000
PI icon
145
Impinj
PI
$5.86B
$465K 0.13%
5,130
NFLX icon
146
Netflix
NFLX
$510B
$449K 0.12%
482
RKLB icon
147
Rocket Lab Corp
RKLB
$32.1B
$442K 0.12%
24,708
-6,330
KMB icon
148
Kimberly-Clark
KMB
$40.3B
$435K 0.12%
3,062
+330
RSG icon
149
Republic Services
RSG
$68.6B
$430K 0.12%
1,775
+760
STT icon
150
State Street
STT
$31.6B
$428K 0.12%
4,779
-500
4 5
6
7 8