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
$200M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$581K
3
+$398K
4
UL icon
Unilever
UL
+$244K
5
QCOM icon
Qualcomm
QCOM
+$234K

Top Sells

1
+$213K
2
+$209K
3
+$170K
4
INTC icon
Intel
INTC
+$162K
5
XOM icon
Exxon Mobil
XOM
+$142K

Sector Composition

1 Technology 15.02%
2 Healthcare 10.75%
3 Industrials 6.75%
4 Consumer Staples 6.33%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$210K 0.1%
+2,528
152
$205K 0.1%
+750
153
$205K 0.1%
+4,000
154
$204K 0.1%
2,789
155
$204K 0.1%
+2,880
156
$157K 0.08%
5,000
+2,500
157
$152K 0.08%
1,125
+375
158
$99K 0.05%
10,000
159
$96K 0.05%
19,296
160
$91K 0.05%
14,706
161
$66K 0.03%
+15,000
162
$51K 0.03%
1,667
+834
163
$33K 0.02%
780
-333
164
$21K 0.01%
+1,000
165
– –
-10,500
166
– –
-2,227
167
– –
-3,447
3 4 5 6
7