AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$859K
3
+$593K
4
VB icon
Vanguard Small-Cap ETF
VB
+$509K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$471K

Top Sells

1
+$1.5M
2
+$1.27M
3
+$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$639K

Sector Composition

1 Technology 14.97%
2 Financials 6.74%
3 Healthcare 6.49%
4 Industrials 6.37%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$585K 0.15%
7,940
127
$583K 0.15%
2,400
128
$577K 0.15%
1,082
129
$572K 0.15%
13,488
-3,134
130
$563K 0.15%
2,543
131
$555K 0.15%
5,000
-130
132
$539K 0.14%
2,728
133
$520K 0.14%
4,980
134
$512K 0.13%
1,205
-494
135
$509K 0.13%
8,500
136
$508K 0.13%
4,779
137
$502K 0.13%
1,228
138
$486K 0.13%
5,776
-12,964
139
$480K 0.13%
7,822
-15
140
$479K 0.13%
9,137
-1,173
141
$477K 0.12%
2,182
142
$474K 0.12%
22,865
143
$472K 0.12%
5,846
144
$461K 0.12%
7,673
145
$457K 0.12%
175
146
$456K 0.12%
644
147
$452K 0.12%
1,399
-22
148
$450K 0.12%
7,167
-4,711
149
$449K 0.12%
4,975
150
$447K 0.12%
4,965
4 5
6
7 8