AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
This Quarter Return
-10.58%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$220M
AUM Growth
+$220M
(-4.7%)
Cap. Flow
-$4.47M
Cap. Flow
% of AUM
-2.03%
Top 10 Holdings %
Top 10 Hldgs %
31.95%
Holding
233
New
160
Increased
13
Reduced
3
Closed
57
Top Buys
| 1 |
Apple
AAPL
|
$11.7M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$9.68M |
| 3 |
Microsoft
MSFT
|
$8.4M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$6.88M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$5.65M |
Top Sells
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$13.4M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$13.4M |
| 3 |
iShares US Real Estate ETF
IYR
|
$12.8M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.2M |
| 5 |
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% |
