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
$255M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$715K
3
+$568K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$516K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$419K

Top Sells

1
+$3.15M
2
+$513K
3
+$351K
4
LHX icon
L3Harris
LHX
+$260K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$250K

Sector Composition

1 Technology 15.54%
2 Healthcare 10.63%
3 Industrials 6.92%
4 Financials 6.72%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$224K 0.09%
1,600
177
$224K 0.09%
+6,165
178
$223K 0.09%
1,490
179
$221K 0.09%
3,846
180
$220K 0.09%
+2,771
181
$219K 0.09%
830
+85
182
$216K 0.08%
1,339
-60
183
$212K 0.08%
3,352
184
$212K 0.08%
+3,985
185
$205K 0.08%
2,700
+100
186
$205K 0.08%
1,383
+8
187
$202K 0.08%
644
188
$202K 0.08%
+4,299
189
$162K 0.06%
11,400
190
$103K 0.04%
+13,081
191
$72.2K 0.03%
11,500
192
$70.6K 0.03%
19,296
193
$57.8K 0.02%
750
194
$35.3K 0.01%
+10,000
195
$26.3K 0.01%
900
196
$25.3K 0.01%
10,000
197
$19.9K 0.01%
7,333
-34
198
$12.4K ﹤0.01%
5,000
199
$7.54K ﹤0.01%
520
200
$825 ﹤0.01%
10,000
5 6 7
8
9