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
$134M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.6M
3
+$1.4M
4
MSFT icon
Microsoft
MSFT
+$1.36M
5
CAT icon
Caterpillar
CAT
+$1.28M

Top Sells

1
+$541K
2
+$272K
3
+$265K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$201K
5
META icon
Meta Platforms (Facebook)
META
+$177K

Sector Composition

1 Technology 13.87%
2 Healthcare 12.67%
3 Industrials 9.07%
4 Financials 8.5%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$53K 0.04%
10,000
-5,000
152
$29K 0.02%
167
+56
153
$24K 0.02%
+10,000
154
$13K 0.01%
1,000
155
$10K 0.01%
42
156
– –
-1,677
157
– –
-1,832
158
– –
-16,060
3 4 5 6
7