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
$131M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$750K
3
+$367K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$311K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$282K

Top Sells

1
+$982K
2
+$725K
3
+$498K
4
DD icon
DuPont de Nemours
DD
+$454K
5
PSX icon
Phillips 66
PSX
+$386K

Sector Composition

1 Technology 14.81%
2 Healthcare 11.84%
3 Consumer Staples 7.62%
4 Financials 6.85%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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-8,344
154
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155
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156
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157
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158
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159
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160
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-6,483
161
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-1,776
162
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-2,729
3 4 5 6
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