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
$363M
AUM Growth
-$592K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Sells

1 +$495K
2 +$469K
3 +$402K
4
TD icon
Toronto Dominion Bank
TD
+$399K
5
CMCSA icon
Comcast
CMCSA
+$298K

Sector Composition

1 Technology 15.02%
2 Healthcare 7.25%
3 Financials 6.84%
4 Industrials 6.57%
5 Consumer Discretionary 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$413K 0.11%
8,554
152
$401K 0.11%
7,673
153
$394K 0.11%
3,978
-330
154
$393K 0.11%
4,965
155
$391K 0.11%
4,975
-980
156
$391K 0.11%
804
157
$390K 0.11%
4,975
158
$390K 0.11%
2,087
159
$389K 0.11%
7,461
+2,627
160
$378K 0.1%
3,456
161
$375K 0.1%
4,356
162
$374K 0.1%
927
+100
163
$374K 0.1%
3,238
164
$372K 0.1%
1,113
165
$369K 0.1%
644
166
$358K 0.1%
2,732
167
$352K 0.1%
500
168
$348K 0.1%
3,362
169
$339K 0.09%
2,973
170
$338K 0.09%
4,000
171
$323K 0.09%
1,600
172
$319K 0.09%
6,300
+650
173
$311K 0.09%
7,540
174
$306K 0.08%
1,305
-170
175
$306K 0.08%
5,828