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
$262M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$694K
3
+$456K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$323K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$281K

Top Sells

1
+$571K
2
+$485K
3
+$480K
4
VB icon
Vanguard Small-Cap ETF
VB
+$323K
5
NVDA icon
NVIDIA
NVDA
+$298K

Sector Composition

1 Technology 15.98%
2 Healthcare 10.26%
3 Financials 6.64%
4 Industrials 6.52%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$278K 0.11%
2,039
152
$270K 0.1%
3,095
153
$269K 0.1%
2,500
154
$268K 0.1%
2,300
155
$259K 0.1%
2,000
156
$256K 0.1%
733
157
$255K 0.1%
5,146
-530
158
$254K 0.1%
3,233
-140
159
$253K 0.1%
1,038
160
$246K 0.09%
644
-46
161
$246K 0.09%
2,155
162
$243K 0.09%
3,513
163
$234K 0.09%
4,498
164
$226K 0.09%
3,352
-30
165
$223K 0.09%
+1,581
166
$223K 0.09%
+5,305
167
$221K 0.08%
2,000
168
$221K 0.08%
4,080
169
$218K 0.08%
+456
170
$218K 0.08%
+715
171
$218K 0.08%
5,022
-798
172
$216K 0.08%
+1,183
173
$216K 0.08%
+1,577
174
$215K 0.08%
+1,527
175
$214K 0.08%
+2,400
4 5 6
7
8