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
$310M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$986K
3
+$923K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$749K
5
VUG icon
Vanguard Growth ETF
VUG
+$682K

Top Sells

1
+$690K
2
+$529K
3
+$234K
4
TSLA icon
Tesla
TSLA
+$230K
5
ICE icon
Intercontinental Exchange
ICE
+$228K

Sector Composition

1 Technology 14.03%
2 Healthcare 9.57%
3 Industrials 7.01%
4 Financials 6.52%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$347K 0.11%
2,754
-260
152
$342K 0.11%
2,087
153
$338K 0.11%
6,729
+200
154
$332K 0.11%
3,182
155
$328K 0.11%
650
+132
156
$328K 0.11%
2,680
-325
157
$324K 0.1%
932
158
$323K 0.1%
2,176
-120
159
$319K 0.1%
4,000
160
$317K 0.1%
2,490
161
$300K 0.1%
6,154
162
$299K 0.1%
+2,829
163
$297K 0.1%
2,690
164
$295K 0.1%
8,040
165
$294K 0.09%
3,376
-478
166
$293K 0.09%
482
167
$292K 0.09%
1,600
168
$291K 0.09%
4,000
169
$288K 0.09%
5,258
+1
170
$284K 0.09%
1,679
171
$284K 0.09%
+9,085
172
$279K 0.09%
893
173
$277K 0.09%
775
-50
174
$273K 0.09%
1,836
-20
175
$270K 0.09%
3,688
-251
5 6
7
8 9