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
$220M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.68M
3
+$8.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$6.88M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.65M

Top Sells

1
+$13.4M
2
+$13.4M
3
+$12.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$9.22M

Sector Composition

1 Technology 14.43%
2 Healthcare 11.9%
3 Consumer Staples 6.79%
4 Financials 6.52%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$232K 0.11%
+2,039
152
$231K 0.1%
+956
153
$231K 0.1%
+6,491
154
$230K 0.1%
+3,513
155
$230K 0.1%
2,528
-70,201
156
$228K 0.1%
+4,498
157
$227K 0.1%
+1,567
158
$226K 0.1%
+1,008
159
$223K 0.1%
+1,142
160
$219K 0.1%
+598
161
$218K 0.1%
+508
162
$217K 0.1%
+14,300
163
$216K 0.1%
+4,410
164
$216K 0.1%
+3,095
165
$216K 0.1%
+2,100
166
$214K 0.1%
1,679
+154
167
$212K 0.1%
+4,000
168
$202K 0.09%
+5,647
169
$123K 0.06%
+10,568
170
$76K 0.03%
+19,296
171
$48K 0.02%
+6,700
172
$28K 0.01%
+2,000
173
$17K 0.01%
+520
174
$16K 0.01%
+667
175
$7K ﹤0.01%
+10,000
5 6
7
8 9