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
$368M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.07M
3
+$715K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$674K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$634K

Top Sells

1
+$1.19M
2
+$756K
3
+$430K
4
AAPL icon
Apple
AAPL
+$378K
5
NVO icon
Novo Nordisk
NVO
+$375K

Sector Composition

1 Technology 14%
2 Healthcare 8.04%
3 Financials 6.85%
4 Industrials 5.85%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLP icon
176
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
$304K 0.08%
3,723
-1,252
QARP icon
177
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$68.2M
$302K 0.08%
5,828
SYK icon
178
Stryker
SYK
$143B
$302K 0.08%
810
+190
MDT icon
179
Medtronic
MDT
$123B
$298K 0.08%
+3,317
VGSH icon
180
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$297K 0.08%
5,063
NUE icon
181
Nucor
NUE
$30.2B
$295K 0.08%
2,455
CCI icon
182
Crown Castle
CCI
$42.4B
$295K 0.08%
2,829
VRTX icon
183
Vertex Pharmaceuticals
VRTX
$107B
$293K 0.08%
+605
XLY icon
184
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
$292K 0.08%
1,477
+138
XBI icon
185
SPDR S&P Biotech ETF
XBI
$6.24B
$290K 0.08%
3,575
+240
SHW icon
186
Sherwin-Williams
SHW
$82.5B
$289K 0.08%
827
RPG icon
187
Invesco S&P 500 Pure Growth ETF
RPG
$1.73B
$288K 0.08%
7,540
CEG icon
188
Constellation Energy
CEG
$121B
$287K 0.08%
1,421
+100
AMGN icon
189
Amgen
AMGN
$161B
$283K 0.08%
909
PH icon
190
Parker-Hannifin
PH
$92.8B
$282K 0.08%
+464
ALL icon
191
Allstate
ALL
$51.6B
$280K 0.08%
1,350
-1,090
EASG icon
192
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$63.6M
$279K 0.08%
9,085
WMB icon
193
Williams Companies
WMB
$76.3B
$267K 0.07%
4,462
ISRG icon
194
Intuitive Surgical
ISRG
$160B
$263K 0.07%
+531
TSLA icon
195
Tesla
TSLA
$1.46T
$259K 0.07%
1,000
+73
QCOM icon
196
Qualcomm
QCOM
$176B
$258K 0.07%
1,679
TTD icon
197
Trade Desk
TTD
$24.4B
$257K 0.07%
4,700
+700
TOST icon
198
Toast
TOST
$21.9B
$254K 0.07%
7,660
INTC icon
199
Intel
INTC
$176B
$253K 0.07%
11,131
-3,250
CTSH icon
200
Cognizant
CTSH
$32.3B
$244K 0.07%
3,189
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8
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