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
$258M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$352K
2 +$243K
3 +$241K
4
ULTA icon
Ulta Beauty
ULTA
+$235K
5
ZBH icon
Zimmer Biomet
ZBH
+$225K

Top Sells

1 +$223K
2 +$218K
3 +$214K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$210K
5
CVS icon
CVS Health
CVS
+$184K

Sector Composition

1 Technology 15.83%
2 Healthcare 10.77%
3 Industrials 6.79%
4 Consumer Staples 6.61%
5 Financials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$227K 0.09%
745
177
$225K 0.09%
+1,545
178
$223K 0.09%
1,600
-500
179
$223K 0.09%
+500
180
$222K 0.09%
3,846
181
$221K 0.09%
+1,958
182
$220K 0.09%
1,936
-170
183
$219K 0.08%
2,600
184
$218K 0.08%
+820
185
$217K 0.08%
1,293
186
$212K 0.08%
+4,820
187
$211K 0.08%
+1,375
188
$210K 0.08%
11,400
+1,000
189
$208K 0.08%
644
190
$205K 0.08%
+1,188
191
$203K 0.08%
+2,975
192
$202K 0.08%
+4,460
193
$201K 0.08%
+1,777
194
$91.9K 0.04%
11,500
195
$86.2K 0.03%
900
+300
196
$85.8K 0.03%
750
+250
197
$72.9K 0.03%
19,296
198
$39.1K 0.02%
5,000
199
$27.7K 0.01%
7,367
+667
200
$20.8K 0.01%
+10,000