AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$859K
3
+$593K
4
VB icon
Vanguard Small-Cap ETF
VB
+$509K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$471K

Top Sells

1
+$1.5M
2
+$1.27M
3
+$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$639K

Sector Composition

1 Technology 14.97%
2 Financials 6.74%
3 Healthcare 6.49%
4 Industrials 6.37%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$241K 0.06%
+1,708
202
$240K 0.06%
2,209
-88
203
$231K 0.06%
+1,881
204
$229K 0.06%
2,760
-815
205
$229K 0.06%
+2,015
206
$222K 0.06%
2,771
207
$219K 0.06%
+660
208
$216K 0.06%
+2,700
209
$214K 0.06%
1,375
210
$209K 0.05%
3,570
-400
211
$208K 0.05%
2,000
212
$204K 0.05%
+3,745
213
$200K 0.05%
+6,100
214
$98.6K 0.03%
23,749
-2,666
215
$93.3K 0.02%
25,000
216
$29.7K 0.01%
13,500
-350
217
$14.5K ﹤0.01%
10,000
218
– –
-930
219
– –
-447
220
– –
-1,333
221
– –
-3,352
222
– –
-1,957
223
– –
-6,020
224
– –
-750
225
– –
-3,317
6 7 8
9
10