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
$280M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.48M
3
+$1.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$813K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$765K

Top Sells

1
+$802K
2
+$707K
3
+$448K
4
HD icon
Home Depot
HD
+$437K
5
PG icon
Procter & Gamble
PG
+$308K

Sector Composition

1 Technology 15.39%
2 Healthcare 9.76%
3 Industrials 6.9%
4 Financials 6.68%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$309K 0.11%
518
-30
152
$307K 0.11%
2,908
-22
153
$301K 0.11%
3,182
154
$298K 0.11%
3,939
-600
155
$295K 0.11%
53,424
-11,000
156
$295K 0.11%
4,000
-2,500
157
$291K 0.1%
2,690
158
$291K 0.1%
932
-70
159
$289K 0.1%
2,490
+51
160
$288K 0.1%
4,000
-60
161
$287K 0.1%
500
-152
162
$278K 0.1%
3,456
163
$275K 0.1%
6,154
164
$274K 0.1%
5,257
-390
165
$270K 0.1%
1,856
-208
166
$263K 0.09%
1,600
167
$259K 0.09%
8,040
168
$257K 0.09%
1,054
-88
169
$248K 0.09%
644
170
$248K 0.09%
547
+13
171
$247K 0.09%
825
-5
172
$247K 0.09%
4,834
+535
173
$243K 0.09%
2,039
174
$243K 0.09%
+1,679
175
$241K 0.09%
6,165
5 6
7
8 9