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
$310M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$986K
3 +$923K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$749K
5
VUG icon
Vanguard Growth ETF
VUG
+$682K

Top Sells

1 +$690K
2 +$529K
3 +$234K
4
TSLA icon
Tesla
TSLA
+$230K
5
ICE icon
Intercontinental Exchange
ICE
+$228K

Sector Composition

1 Technology 14.03%
2 Healthcare 9.57%
3 Industrials 7.01%
4 Financials 6.52%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$269K 0.09%
644
177
$266K 0.09%
2,771
178
$258K 0.08%
4,834
179
$257K 0.08%
1,039
-15
180
$256K 0.08%
+1,385
181
$255K 0.08%
6,080
-85
182
$253K 0.08%
1,958
183
$250K 0.08%
2,039
184
$246K 0.08%
1,339
185
$243K 0.08%
4,190
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186
$241K 0.08%
+9,660
187
$239K 0.08%
+1,800
188
$238K 0.08%
+2,518
189
$235K 0.08%
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190
$229K 0.07%
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191
$220K 0.07%
2,600
192
$220K 0.07%
53,424
193
$219K 0.07%
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194
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195
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196
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2,000
197
$214K 0.07%
+385
198
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733
199
$213K 0.07%
+3,200
200
$213K 0.07%
+2,341