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
$226M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$583K
3
+$521K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$500K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$374K

Top Sells

1
+$4.95M
2
+$874K
3
+$507K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$285K
5
DLTR icon
Dollar Tree
DLTR
+$238K

Sector Composition

1 Technology 14.52%
2 Healthcare 12.06%
3 Financials 6.96%
4 Consumer Staples 6.9%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$259K 0.11%
8,320
152
$257K 0.11%
+2,040
153
$252K 0.11%
1,736
+169
154
$252K 0.11%
517
+9
155
$251K 0.11%
2,403
-465
156
$250K 0.11%
3,456
-57
157
$246K 0.11%
1,565
158
$241K 0.11%
+2,487
159
$241K 0.11%
2,039
160
$239K 0.11%
6,491
161
$238K 0.11%
747
+149
162
$237K 0.1%
+3,265
163
$229K 0.1%
2,600
164
$226K 0.1%
3,233
165
$222K 0.1%
+3,795
166
$222K 0.1%
+644
167
$217K 0.1%
11,900
-654
168
$216K 0.1%
+1,631
169
$215K 0.1%
+1,492
170
$213K 0.09%
+4,000
171
$212K 0.09%
4,410
172
$210K 0.09%
2,528
173
$209K 0.09%
+1,388
174
$205K 0.09%
2,100
175
$204K 0.09%
2,757
4 5 6
7
8