AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
1-Year Return
17.41%
This Quarter Return
+5.71%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$244M
AUM Growth
+$11.9M
(+5.1%)
Cap. Flow
+$2.22M
Cap. Flow
% of AUM
0.91%
Top 10 Holdings %
Top 10 Hldgs %
29.69%
Holding
200
New
10
Increased
64
Reduced
58
Closed
6
Top Buys
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.56M |
| 2 |
Intel
INTC
|
$397K |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$248K |
| 4 |
Archer Daniels Midland
ADM
|
$231K |
| 5 |
Conagra Brands
CAG
|
$205K |
Sector Composition
| 1 | Technology | 15.01% |
| 2 | Healthcare | 11.08% |
| 3 | Consumer Staples | 6.74% |
| 4 | Financials | 6.58% |
| 5 | Industrials | 6.49% |
