AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
This Quarter Return
+2.29%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$317M
AUM Growth
+$317M
(+2.3%)
Cap. Flow
+$4.73M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
33.3%
Holding
217
New
7
Increased
72
Reduced
50
Closed
11
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.44M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$807K |
| 3 |
Invesco FTSE RAFI Emerging Markets ETF
PXH
|
$672K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$552K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$479K |
Top Sells
| 1 |
Merck
MRK
|
$621K |
| 2 |
Starbucks
SBUX
|
$539K |
| 3 |
CVS Health
CVS
|
$386K |
| 4 |
Prologis
PLD
|
$381K |
| 5 |
iShares MSCI Japan Small-Cap ETF
SCJ
|
$357K |
Sector Composition
| 1 | Technology | 15.17% |
| 2 | Healthcare | 8.63% |
| 3 | Industrials | 6.46% |
| 4 | Financials | 6.22% |
| 5 | Consumer Discretionary | 5.85% |
