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
$244M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$559K
3
+$519K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$279K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$259K

Top Sells

1
+$1.56M
2
+$397K
3
+$248K
4
ADM icon
Archer Daniels Midland
ADM
+$231K
5
CAG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$218K 0.09%
4,298
-730
177
$215K 0.09%
+733
178
$215K 0.09%
+2,125
179
$214K 0.09%
+1,679
180
$213K 0.09%
+745
181
$211K 0.09%
644
182
$210K 0.09%
2,528
183
$209K 0.09%
+1,399
184
$208K 0.09%
2,099
-68
185
$206K 0.08%
10,400
186
$94.1K 0.04%
+11,500
187
$73.5K 0.03%
19,296
188
$68K 0.03%
600
+100
189
$56.7K 0.02%
+500
190
$40.3K 0.02%
8,083
+3,750
191
$33K 0.01%
6,700
192
$32.9K 0.01%
+5,000
193
$13.1K 0.01%
520
194
$685 ﹤0.01%
10,000
195
– –
-2,487
196
– –
-5,293
197
– –
-513
198
– –
-1,586
199
– –
-10,000
200
– –
-667
4 5 6 7
8