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
$363M
AUM Growth
-$592K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Sells

1 +$495K
2 +$469K
3 +$402K
4
TD icon
Toronto Dominion Bank
TD
+$399K
5
CMCSA icon
Comcast
CMCSA
+$298K

Sector Composition

1 Technology 15.02%
2 Healthcare 7.25%
3 Financials 6.84%
4 Industrials 6.57%
5 Consumer Discretionary 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$300K 0.08%
1,339
177
$300K 0.08%
3,335
-100
178
$298K 0.08%
175
179
$296K 0.08%
5,219
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180
$296K 0.08%
1,321
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181
$295K 0.08%
5,063
+770
182
$290K 0.08%
3,829
-284
183
$288K 0.08%
14,381
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184
$287K 0.08%
2,455
185
$286K 0.08%
2,039
186
$284K 0.08%
5,730
-350
187
$282K 0.08%
2,446
188
$281K 0.08%
827
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189
$279K 0.08%
7,660
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190
$278K 0.08%
2,652
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191
$267K 0.07%
9,085
192
$261K 0.07%
+3,610
193
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194
$257K 0.07%
2,829
195
$257K 0.07%
3,760
196
$247K 0.07%
1,956
197
$245K 0.07%
3,189
198
$241K 0.07%
4,462
199
$237K 0.07%
909
200
$230K 0.06%
1,333