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
$423M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$3.32M
2 +$1.14M
3 +$530K
4
VB icon
Vanguard Small-Cap ETF
VB
+$475K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$455K

Top Sells

1 +$233K
2 +$214K
3 +$192K
4
AAPL icon
Apple
AAPL
+$189K
5
AVGO icon
Broadcom
AVGO
+$183K

Sector Composition

1 Technology 14.89%
2 Industrials 6.64%
3 Healthcare 6.47%
4 Financials 6.36%
5 Consumer Discretionary 5.55%