AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
This Quarter Return
-0.33%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$368M
AUM Growth
+$368M
(+1.4%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
2.92%
Top 10 Holdings %
Top 10 Hldgs %
30.53%
Holding
237
New
14
Increased
92
Reduced
47
Closed
11
Top Buys
| 1 |
Exxon Mobil
XOM
|
$1.57M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.07M |
| 3 |
Uber
UBER
|
$715K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$674K |
| 5 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
$634K |
Top Sells
| 1 |
Trex
TREX
|
$1.19M |
| 2 |
Illinois Tool Works
ITW
|
$756K |
| 3 |
Marsh & McLennan
MMC
|
$430K |
| 4 |
Apple
AAPL
|
$378K |
| 5 |
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% |
