AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
This Quarter Return
+7.41%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$364M
AUM Growth
+$364M
(+15%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
6.8%
Top 10 Holdings %
Top 10 Hldgs %
31.74%
Holding
234
New
28
Increased
61
Reduced
82
Closed
3
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.57M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.5M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$1.46M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.42M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.25M |
Top Sells
| 1 |
Nike
NKE
|
$818K |
| 2 |
American Tower
AMT
|
$427K |
| 3 |
Johnson & Johnson
JNJ
|
$343K |
| 4 |
Cisco
CSCO
|
$300K |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$297K |
Sector Composition
| 1 | Technology | 14.84% |
| 2 | Healthcare | 8.46% |
| 3 | Industrials | 6.72% |
| 4 | Financials | 6.6% |
| 5 | Consumer Discretionary | 5.51% |
