AWM

Aries Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
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
176
$304K 0.08%
3,723
-1,252
177
$302K 0.08%
5,828
178
$302K 0.08%
810
+190
179
$298K 0.08%
+3,317
180
$297K 0.08%
5,063
181
$295K 0.08%
2,455
182
$295K 0.08%
2,829
183
$293K 0.08%
+605
184
$292K 0.08%
1,477
+138
185
$290K 0.08%
3,575
+240
186
$289K 0.08%
827
187
$288K 0.08%
7,540
188
$287K 0.08%
1,421
+100
189
$283K 0.08%
909
190
$282K 0.08%
+464
191
$280K 0.08%
1,350
-1,090
192
$279K 0.08%
9,085
193
$267K 0.07%
4,462
194
$263K 0.07%
+531
195
$259K 0.07%
1,000
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196
$258K 0.07%
1,679
197
$257K 0.07%
4,700
+700
198
$254K 0.07%
7,660
199
$253K 0.07%
11,131
-3,250
200
$244K 0.07%
3,189
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8
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