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
$231M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$12.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.91M

Top Sells

1
+$15M
2
+$12.3M
3
+$10.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$8.13M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$6.7M

Sector Composition

1 Technology 1.45%
2 Financials 0.84%
3 Consumer Discretionary 0.82%
4 Utilities 0.15%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
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