AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$859K
3
+$593K
4
VB icon
Vanguard Small-Cap ETF
VB
+$509K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$471K

Top Sells

1
+$1.5M
2
+$1.27M
3
+$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$639K

Sector Composition

1 Technology 14.97%
2 Financials 6.74%
3 Healthcare 6.49%
4 Industrials 6.37%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$318K 0.08%
2,930
-24
177
$318K 0.08%
2,455
178
$313K 0.08%
3,220
179
$313K 0.08%
5,828
180
$306K 0.08%
9,085
181
$306K 0.08%
388
182
$298K 0.08%
5,063
183
$297K 0.08%
2,039
184
$291K 0.08%
2,829
185
$284K 0.07%
827
186
$281K 0.07%
2,500
187
$280K 0.07%
4,462
188
$280K 0.07%
6,848
-938
189
$277K 0.07%
9,240
190
$276K 0.07%
508
-23
191
$275K 0.07%
3,760
192
$272K 0.07%
1,350
193
$269K 0.07%
605
194
$269K 0.07%
4,980
195
$267K 0.07%
1,679
196
$267K 0.07%
2,446
-2,157
197
$255K 0.07%
+500
198
$251K 0.07%
898
-11
199
$249K 0.07%
11,131
200
$249K 0.07%
3,189
6 7
8
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