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
$280M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.11M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$764K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$702K

Top Sells

1
+$802K
2
+$743K
3
+$391K
4
INDB icon
Independent Bank
INDB
+$375K
5
PG icon
Procter & Gamble
PG
+$312K

Sector Composition

1 Technology 15.39%
2 Healthcare 9.76%
3 Industrials 6.9%
4 Financials 6.68%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$224 ﹤0.01%
10,000
202
– –
-918
203
– –
-30,000
204
– –
-11,500
205
– –
-2,700
206
– –
-1,951
207
– –
-19,296
208
– –
-12,042
5 6 7 8
9