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
$255M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$715K
3
+$568K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$516K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$419K

Top Sells

1
+$3.15M
2
+$513K
3
+$351K
4
LHX icon
L3Harris
LHX
+$260K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$250K

Sector Composition

1 Technology 15.54%
2 Healthcare 10.63%
3 Industrials 6.92%
4 Financials 6.72%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$302K 0.12%
548
-13
152
$302K 0.12%
5,630
153
$297K 0.12%
1,142
-6
154
$294K 0.12%
4,094
+30
155
$291K 0.11%
4,410
156
$289K 0.11%
2,121
-29
157
$288K 0.11%
652
+152
158
$287K 0.11%
64,424
-6,455
159
$284K 0.11%
2,538
+120
160
$283K 0.11%
3,182
+425
161
$274K 0.11%
+1,293
162
$268K 0.1%
4,000
163
$262K 0.1%
1,032
+105
164
$262K 0.1%
1,575
165
$259K 0.1%
6,154
-113
166
$253K 0.1%
1,002
+182
167
$252K 0.1%
918
+1
168
$250K 0.1%
3,456
169
$250K 0.1%
2,690
170
$249K 0.1%
8,040
-280
171
$248K 0.1%
1,951
+658
172
$245K 0.1%
30,000
173
$242K 0.09%
2,039
174
$235K 0.09%
534
+35
175
$228K 0.09%
783
+50
5 6
7
8 9