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
$258M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$352K
2
+$243K
3
+$241K
4
ULTA icon
Ulta Beauty
ULTA
+$235K
5
ZBH icon
Zimmer Biomet
ZBH
+$225K

Top Sells

1
+$223K
2
+$218K
3
+$214K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$210K
5
CVS icon
CVS Health
CVS
+$184K

Sector Composition

1 Technology 15.83%
2 Healthcare 10.77%
3 Industrials 6.79%
4 Consumer Staples 6.61%
5 Financials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$296K 0.11%
4,539
152
$294K 0.11%
1,575
+10
153
$289K 0.11%
4,410
154
$287K 0.11%
4,000
155
$277K 0.11%
5,647
156
$276K 0.11%
2,757
157
$274K 0.11%
561
-196
158
$270K 0.1%
2,150
-268
159
$268K 0.1%
2,690
160
$264K 0.1%
6,267
161
$261K 0.1%
30,000
-6,500
162
$260K 0.1%
1,328
-122
163
$257K 0.1%
3,352
164
$254K 0.1%
8,320
165
$252K 0.1%
1,490
166
$249K 0.1%
3,456
167
$243K 0.09%
+927
168
$241K 0.09%
733
169
$238K 0.09%
1,399
170
$237K 0.09%
2,286
+187
171
$235K 0.09%
+500
172
$231K 0.09%
2,418
+15
173
$230K 0.09%
499
+15
174
$229K 0.09%
2,135
+10
175
$228K 0.09%
2,039
5 6
7
8 9