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
$368M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Sells

1 +$1.19M
2 +$756K
3 +$430K
4
AAPL icon
Apple
AAPL
+$378K
5
NVO icon
Novo Nordisk
NVO
+$375K

Sector Composition

1 Technology 14%
2 Healthcare 8.04%
3 Financials 6.85%
4 Industrials 5.85%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LDEM icon
201
iShares ESG MSCI EM Leaders ETF
LDEM
$32.7M
$243K 0.07%
4,980
CARR icon
202
Carrier Global
CARR
$47.8B
$238K 0.06%
3,760
MO icon
203
Altria Group
MO
$109B
$238K 0.06%
3,970
INTU icon
204
Intuit
INTU
$184B
$238K 0.06%
+388
LRCX icon
205
Lam Research
LRCX
$178B
$234K 0.06%
3,220
-390
GPC icon
206
Genuine Parts
GPC
$18.5B
$233K 0.06%
+1,957
IGM icon
207
iShares Expanded Tech Sector ETF
IGM
$9.57B
$227K 0.06%
2,500
-1,910
ZTS icon
208
Zoetis
ZTS
$63.8B
$226K 0.06%
+1,375
XLC icon
209
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$222K 0.06%
2,297
AEP icon
210
American Electric Power
AEP
$62.9B
$219K 0.06%
+2,000
UPS icon
211
United Parcel Service
UPS
$73.2B
$215K 0.06%
1,956
BDX icon
212
Becton Dickinson
BDX
$54.2B
$213K 0.06%
930
DE icon
213
Deere & Co
DE
$124B
$210K 0.06%
+447
NKE icon
214
Nike
NKE
$99.6B
$206K 0.06%
+3,244
OMC icon
215
Omnicom Group
OMC
$15B
$205K 0.06%
+2,472
CPNG icon
216
Coupang
CPNG
$56.9B
$203K 0.06%
+9,240
GIS icon
217
General Mills
GIS
$25.8B
$200K 0.05%
3,352
TXT icon
218
Textron
TXT
$14.5B
$200K 0.05%
2,771
VSTM icon
219
Verastem
VSTM
$567M
$159K 0.04%
26,415
KOD icon
220
Kodiak Sciences
KOD
$745M
$70.1K 0.02%
+25,000
STEM icon
221
Stem
STEM
$198M
$17.5K ﹤0.01%
2,500
EDIT icon
222
Editas Medicine
EDIT
$339M
$16.1K ﹤0.01%
13,850
TCRX icon
223
TScan Therapeutics
TCRX
$141M
$13.8K ﹤0.01%
10,000
FRGE icon
224
Forge Global Holdings
FRGE
$225M
$11.2K ﹤0.01%
1,333
MCRB icon
225
Seres Therapeutics
MCRB
$166M
$10.5K ﹤0.01%
750