AWM

Aries Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
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 Buys

1
+$1.57M
2
+$1.07M
3
+$715K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$674K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$634K

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
201
$243K 0.07%
4,980
202
$238K 0.06%
3,760
203
$238K 0.06%
3,970
204
$238K 0.06%
+388
205
$234K 0.06%
3,220
-390
206
$233K 0.06%
+1,957
207
$227K 0.06%
2,500
-1,910
208
$226K 0.06%
+1,375
209
$222K 0.06%
2,297
210
$219K 0.06%
+2,000
211
$215K 0.06%
1,956
212
$213K 0.06%
930
213
$210K 0.06%
+447
214
$206K 0.06%
+3,244
215
$205K 0.06%
+2,472
216
$203K 0.06%
+9,240
217
$200K 0.05%
3,352
218
$200K 0.05%
2,771
219
$159K 0.04%
26,415
220
$70.1K 0.02%
+25,000
221
$17.5K ﹤0.01%
2,500
222
$16.1K ﹤0.01%
13,850
223
$13.8K ﹤0.01%
10,000
224
$11.2K ﹤0.01%
1,333
225
$10.5K ﹤0.01%
750
6 7 8
9
10