AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
This Quarter Return
+9.85%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$262M
AUM Growth
+$262M
(+11%)
Cap. Flow
+$5.26M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
33.04%
Holding
195
New
16
Increased
77
Reduced
43
Closed
5
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$571K |
| 2 |
Apple
AAPL
|
$485K |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$480K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$323K |
| 5 |
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% |
