AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$859K
3
+$593K
4
VB icon
Vanguard Small-Cap ETF
VB
+$509K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$471K

Top Sells

1
+$1.5M
2
+$1.27M
3
+$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$639K

Sector Composition

1 Technology 14.97%
2 Financials 6.74%
3 Healthcare 6.49%
4 Industrials 6.37%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$439K 0.11%
7,071
152
$438K 0.11%
3,456
153
$438K 0.11%
1,775
154
$425K 0.11%
7,105
-6,837
155
$422K 0.11%
6,765
-85
156
$418K 0.11%
4,000
157
$417K 0.11%
1,549
158
$386K 0.1%
3,238
159
$380K 0.1%
1,600
160
$377K 0.1%
500
161
$362K 0.09%
2,800
162
$355K 0.09%
2,973
163
$355K 0.09%
3,362
164
$352K 0.09%
2,732
-330
165
$346K 0.09%
748
-2
166
$345K 0.09%
7,540
167
$341K 0.09%
1,500
168
$339K 0.09%
1,087
-3,320
169
$339K 0.09%
3,527
170
$338K 0.09%
4,700
171
$334K 0.09%
3,720
-142
172
$333K 0.09%
2,049
-770
173
$333K 0.09%
7,510
-150
174
$324K 0.08%
464
175
$320K 0.08%
810
5 6
7
8 9