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
$423M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.14M
3
+$530K
4
VB icon
Vanguard Small-Cap ETF
VB
+$475K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$455K

Top Sells

1
+$233K
2
+$214K
3
+$192K
4
AAPL icon
Apple
AAPL
+$189K
5
AVGO icon
Broadcom
AVGO
+$183K

Sector Composition

1 Technology 14.89%
2 Industrials 6.64%
3 Healthcare 6.47%
4 Financials 6.36%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLY icon
176
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.3B
$351K 0.08%
1,465
KMB icon
177
Kimberly-Clark
KMB
$36B
$340K 0.08%
2,732
NUE icon
178
Nucor
NUE
$36.8B
$332K 0.08%
2,455
QARP icon
179
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$80.9M
$329K 0.08%
5,769
-59
CPNG icon
180
Coupang
CPNG
$48.7B
$327K 0.08%
10,155
+915
IGM icon
181
iShares Expanded Tech Sector ETF
IGM
$8.94B
$315K 0.07%
2,500
EASG icon
182
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$63.3M
$315K 0.07%
9,085
SYK icon
183
Stryker
SYK
$142B
$299K 0.07%
810
XLU icon
184
Utilities Select Sector SPDR Fund
XLU
$21.9B
$299K 0.07%
3,424
LDEM icon
185
iShares ESG MSCI EM Leaders ETF
LDEM
$32.4M
$293K 0.07%
4,980
IJR icon
186
iShares Core S&P Small-Cap ETF
IJR
$87.7B
$291K 0.07%
2,446
ALL icon
187
Allstate
ALL
$55B
$290K 0.07%
1,350
ISRG icon
188
Intuitive Surgical
ISRG
$201B
$288K 0.07%
645
+137
SHW icon
189
Sherwin-Williams
SHW
$84.7B
$284K 0.07%
821
-6
WMB icon
190
Williams Companies
WMB
$75B
$283K 0.07%
4,462
CHD icon
191
Church & Dwight Co
CHD
$20.3B
$281K 0.07%
3,202
-325
JMST icon
192
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.51B
$277K 0.07%
+5,430
XBI icon
193
State Street SPDR S&P Biotech ETF
XBI
$7.95B
$277K 0.07%
2,760
STZ icon
194
Constellation Brands
STZ
$24B
$276K 0.07%
2,049
TOST icon
195
Toast
TOST
$20.2B
$274K 0.06%
7,510
CCI icon
196
Crown Castle
CCI
$38.5B
$273K 0.06%
2,829
MS icon
197
Morgan Stanley
MS
$268B
$271K 0.06%
1,707
-1
DELL icon
198
Dell
DELL
$88.5B
$267K 0.06%
1,881
INTU icon
199
Intuit
INTU
$176B
$265K 0.06%
388
XLC icon
200
The Communication Services Select Sector SPDR Fund
XLC
$26.1B
$261K 0.06%
2,209
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