AWM

Aries Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$559K
3
+$519K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$279K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$259K

Top Sells

1
+$1.56M
2
+$397K
3
+$248K
4
ADM icon
Archer Daniels Midland
ADM
+$231K
5
CAG icon
Conagra Brands
CAG
+$205K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.08%
3 Consumer Staples 6.74%
4 Financials 6.58%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$285K 0.12%
1,450
-69
152
$279K 0.11%
1,094
-57
153
$277K 0.11%
5,647
154
$277K 0.11%
4,539
155
$272K 0.11%
1,293
+166
156
$270K 0.11%
2,908
-544
157
$267K 0.11%
4,446
158
$264K 0.11%
2,106
+140
159
$260K 0.11%
2,690
160
$259K 0.11%
1,565
161
$255K 0.1%
2,100
162
$251K 0.1%
8,320
163
$249K 0.1%
4,410
164
$249K 0.1%
1,490
165
$247K 0.1%
6,267
166
$247K 0.1%
4,000
167
$244K 0.1%
2,757
168
$244K 0.1%
+4,000
169
$244K 0.1%
2,403
170
$241K 0.1%
3,456
171
$237K 0.1%
2,600
172
$234K 0.1%
2,039
173
$229K 0.09%
484
-30
174
$225K 0.09%
3,846
+175
175
$223K 0.09%
11,593
4 5 6
7
8