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
$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
126
$559K 0.15%
2,728
+507
127
$558K 0.15%
2,073
128
$557K 0.15%
3,799
129
$550K 0.15%
2,025
130
$549K 0.15%
36,072
-75
131
$530K 0.14%
943
-226
132
$525K 0.14%
4,980
133
$524K 0.14%
1,082
134
$517K 0.14%
2,819
+153
135
$514K 0.14%
10,310
+1,756
136
$509K 0.14%
8,500
137
$507K 0.14%
7,837
138
$481K 0.13%
4,603
+2,157
139
$479K 0.13%
22,865
140
$476K 0.13%
5,846
141
$474K 0.13%
4,965
142
$467K 0.13%
1,740
+627
143
$467K 0.13%
3,560
+349
144
$467K 0.13%
4,000
145
$465K 0.13%
5,130
146
$449K 0.12%
4,820
147
$442K 0.12%
24,708
-6,330
148
$435K 0.12%
3,062
+330
149
$430K 0.12%
1,775
+760
150
$428K 0.12%
4,779
-500
4 5
6
7 8