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
$364M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.5M
3
+$1.46M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.42M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M

Top Sells

1
+$818K
2
+$427K
3
+$343K
4
CSCO icon
Cisco
CSCO
+$300K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$297K

Sector Composition

1 Technology 14.84%
2 Healthcare 8.46%
3 Industrials 6.72%
4 Financials 6.6%
5 Consumer Discretionary 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$423K 0.12%
4,410
152
$406K 0.11%
3,456
-9
153
$405K 0.11%
500
154
$402K 0.11%
2,087
155
$399K 0.11%
+4,975
156
$399K 0.11%
6,305
-523
157
$391K 0.11%
2,973
-110
158
$389K 0.11%
2,732
-400
159
$388K 0.11%
8,554
-1,500
160
$387K 0.11%
3,238
+91
161
$381K 0.1%
4,965
-345
162
$377K 0.1%
1,475
-31
163
$376K 0.1%
+3,362
164
$371K 0.1%
+15,196
165
$369K 0.1%
2,455
166
$362K 0.1%
15,446
-2,826
167
$359K 0.1%
4,000
168
$359K 0.1%
175
-25
169
$356K 0.1%
932
170
$349K 0.1%
14,881
171
$349K 0.1%
1,342
172
$347K 0.1%
+5,846
173
$342K 0.09%
482
174
$339K 0.09%
3,435
+915
175
$336K 0.09%
2,829
5 6
7
8 9