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
$364M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.5M
3
+$1.46M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.42M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M

Top Sells

1
+$818K
2
+$427K
3
+$343K
4
CSCO icon
Cisco
CSCO
+$300K
5
SHV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$253K 0.07%
4,293
202
$251K 0.07%
4,980
203
$248K 0.07%
3,352
204
$247K 0.07%
4,000
205
$246K 0.07%
3,189
-79
206
$245K 0.07%
2,771
207
$236K 0.06%
2,616
-565
208
$226K 0.06%
3,200
209
$224K 0.06%
930
210
$223K 0.06%
+1,881
211
$221K 0.06%
475
212
$221K 0.06%
5,258
213
$220K 0.06%
+2,341
214
$216K 0.06%
+827
215
$208K 0.06%
+2,297
216
$206K 0.06%
1,477
217
$205K 0.06%
+2,000
218
$204K 0.06%
+1,333
219
$204K 0.06%
+1,015
220
$204K 0.06%
+4,462
221
$203K 0.06%
+3,970
222
$202K 0.06%
+2,000
223
$198K 0.05%
13,500
224
$64K 0.02%
21,415
+8,334
225
$49.8K 0.01%
10,000
6 7 8
9
10