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
$164M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$496K
2 +$291K
3 +$269K
4
RTN
Raytheon Company
RTN
+$222K
5
CHD icon
Church & Dwight Co
CHD
+$215K

Sector Composition

1 Technology 16.27%
2 Healthcare 10.75%
3 Consumer Staples 6.51%
4 Consumer Discretionary 6.37%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,900