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
$150M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$515K
3
+$271K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$245K
5
TWTR
Twitter, Inc.
TWTR
+$238K

Top Sells

1
+$300K
2
+$268K
3
+$254K
4
MMM icon
3M
MMM
+$222K
5
AABA
Altaba Inc
AABA
+$221K

Sector Composition

1 Technology 13.48%
2 Healthcare 10.63%
3 Financials 7.96%
4 Industrials 7.51%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$85K 0.06%
14,706
152
$61K 0.04%
10,000
153
$31K 0.02%
+500
154
$31K 0.02%
20,000
+10,000
155
$28K 0.02%
+100
156
$27K 0.02%
10,000
157
$11K 0.01%
+834
158
$6K ﹤0.01%
83
159
– –
-1,438
160
– –
-8,868
161
– –
-7,200
162
– –
-10,213
163
– –
-6,587
164
– –
-5,500
165
– –
-3,771
166
– –
-3,240
167
– –
-2,462
168
– –
-3,150
3 4 5 6
7