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
$176M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$665K
3
+$625K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$610K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$441K

Top Sells

1
+$1.36M
2
+$652K
3
+$559K
4
VUG icon
Vanguard Growth ETF
VUG
+$531K
5
AMZN icon
Amazon
AMZN
+$293K

Sector Composition

1 Technology 15.61%
2 Healthcare 10.59%
3 Consumer Staples 7.03%
4 Consumer Discretionary 6.42%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-500
152
– –
-3,791
153
– –
-4,341
154
– –
-17,348
3 4 5 6
7