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
$280M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.48M
3
+$1.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$813K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$765K

Top Sells

1
+$802K
2
+$707K
3
+$448K
4
HD icon
Home Depot
HD
+$437K
5
PG icon
Procter & Gamble
PG
+$308K

Sector Composition

1 Technology 15.39%
2 Healthcare 9.76%
3 Industrials 6.9%
4 Financials 6.68%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$239K 0.09%
1,339
177
$237K 0.08%
2,000
-1,300
178
$235K 0.08%
+482
179
$230K 0.08%
927
-105
180
$228K 0.08%
+1,777
181
$228K 0.08%
733
-50
182
$228K 0.08%
+1,153
183
$224K 0.08%
3,846
184
$224K 0.08%
+1,958
185
$223K 0.08%
1,352
-31
186
$223K 0.08%
2,771
187
$218K 0.08%
3,352
188
$216K 0.08%
3,760
-225
189
$215K 0.08%
893
-400
190
$205K 0.07%
1,477
-13
191
$201K 0.07%
+2,600
192
$177K 0.06%
11,400
193
$106K 0.04%
13,081
194
$97K 0.03%
1,250
+500
195
$58.3K 0.02%
10,000
196
$31.8K 0.01%
10,000
197
$29.5K 0.01%
7,333
198
$16.8K 0.01%
600
-300
199
$11K ﹤0.01%
5,000
200
$10.7K ﹤0.01%
520
5 6 7
8
9