AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.11M
3
+$515K
4
VB icon
Vanguard Small-Cap ETF
VB
+$463K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$428K

Top Sells

1
+$218K
2
+$214K
3
+$195K
4
AVGO icon
Broadcom
AVGO
+$170K
5
AAPL icon
Apple
AAPL
+$168K

Sector Composition

1 Technology 14.89%
2 Industrials 6.64%
3 Healthcare 6.47%
4 Financials 6.36%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLY icon
176
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.1B
$351K 0.08%
2,930
KMB icon
177
Kimberly-Clark
KMB
$32.7B
$340K 0.08%
2,732
NUE icon
178
Nucor
NUE
$37.2B
$332K 0.08%
2,455
QARP icon
179
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$69.3M
$329K 0.08%
5,769
-59
CPNG icon
180
Coupang
CPNG
$33.1B
$327K 0.08%
10,155
+915
IGM icon
181
iShares Expanded Tech Sector ETF
IGM
$7.61B
$315K 0.07%
2,500
EASG icon
182
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$61M
$315K 0.07%
9,085
SYK icon
183
Stryker
SYK
$125B
$299K 0.07%
810
XLU icon
184
State Street Utilities Select Sector SPDR ETF
XLU
$24.2B
$299K 0.07%
6,848
LDEM icon
185
iShares ESG MSCI EM Leaders ETF
LDEM
$31M
$293K 0.07%
4,980
IJR icon
186
iShares Core S&P Small-Cap ETF
IJR
$90.2B
$291K 0.07%
2,446
ALL icon
187
Allstate
ALL
$52.6B
$290K 0.07%
1,350
ISRG icon
188
Intuitive Surgical
ISRG
$161B
$288K 0.07%
645
+137
SHW icon
189
Sherwin-Williams
SHW
$78B
$284K 0.07%
821
-6
WMB icon
190
Williams Companies
WMB
$89.9B
$283K 0.07%
4,462
CHD icon
191
Church & Dwight Co
CHD
$22.4B
$281K 0.07%
3,202
-325
JMST icon
192
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.35B
$277K 0.07%
+5,430
XBI icon
193
State Street SPDR S&P Biotech ETF
XBI
$7.19B
$277K 0.07%
2,760
STZ icon
194
Constellation Brands
STZ
$26.3B
$276K 0.07%
2,049
TOST icon
195
Toast
TOST
$15.1B
$274K 0.06%
7,510
CCI icon
196
Crown Castle
CCI
$34.3B
$273K 0.06%
2,829
MS icon
197
Morgan Stanley
MS
$252B
$271K 0.06%
1,707
-1
DELL icon
198
Dell
DELL
$111B
$267K 0.06%
1,881
INTU icon
199
Intuit
INTU
$115B
$265K 0.06%
388
XLC icon
200
State Street Communication Services Select Sector SPDR ETF
XLC
$23.1B
$261K 0.06%
2,209
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8
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