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
$310M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$986K
3
+$923K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$749K
5
VUG icon
Vanguard Growth ETF
VUG
+$682K

Top Sells

1
+$690K
2
+$529K
3
+$234K
4
TSLA icon
Tesla
TSLA
+$230K
5
ICE icon
Intercontinental Exchange
ICE
+$228K

Sector Composition

1 Technology 14.03%
2 Healthcare 9.57%
3 Industrials 7.01%
4 Financials 6.52%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$211K 0.07%
463
-84
202
$159K 0.05%
11,400
203
$154K 0.05%
13,081
204
$79.4K 0.03%
10,000
205
$54.8K 0.02%
1,250
206
$23.7K 0.01%
15,000
+5,000
207
$21.7K 0.01%
7,333
208
$9.29K ﹤0.01%
600
209
$9.05K ﹤0.01%
520
210
$800 ﹤0.01%
10,000
211
– –
-1,777
212
– –
-5,000
213
– –
-1,352
214
– –
-927
215
– –
-1,153
5 6 7 8
9