AWM

Aries Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 17.41%
This Quarter Est. Return
1 Year Est. Return
+17.41%
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 +$1.65M
2 +$1.48M
3 +$1.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$813K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$765K

Top Sells

1 +$802K
2 +$707K
3 +$448K
4
HD icon
Home Depot
HD
+$437K
5
PG icon
Procter & Gamble
PG
+$308K

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
-2,700
203
-1,951
204
-19,296
205
-918
206
-30,000
207
-11,500
208
-12,042