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
$368M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.07M
3
+$715K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$674K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$634K

Top Sells

1
+$1.19M
2
+$756K
3
+$430K
4
AAPL icon
Apple
AAPL
+$378K
5
NVO icon
Novo Nordisk
NVO
+$375K

Sector Composition

1 Technology 14%
2 Healthcare 8.04%
3 Financials 6.85%
4 Industrials 5.85%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$428K 0.12%
3,456
152
$415K 0.11%
2,182
+182
153
$414K 0.11%
7,673
154
$414K 0.11%
7,461
155
$413K 0.11%
7,071
156
$406K 0.11%
1,228
157
$406K 0.11%
3,862
-116
158
$404K 0.11%
6,850
+1,120
159
$393K 0.11%
1,549
+244
160
$388K 0.11%
3,527
+875
161
$384K 0.1%
5,617
-835
162
$383K 0.1%
3,238
163
$374K 0.1%
3,362
164
$367K 0.1%
2,973
165
$366K 0.1%
4,975
166
$366K 0.1%
1,500
-1,148
167
$352K 0.1%
644
168
$341K 0.09%
175
169
$335K 0.09%
750
-54
170
$334K 0.09%
2,800
+842
171
$315K 0.09%
2,039
172
$313K 0.09%
500
173
$307K 0.08%
3,893
+64
174
$307K 0.08%
1,600
175
$306K 0.08%
6,020
-280
5 6
7
8 9