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
$103M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$410K
3
+$316K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$277K
5
IBM icon
IBM
IBM
+$253K

Top Sells

1
+$252K
2
+$239K
3
+$233K
4
NEE icon
NextEra Energy
NEE
+$224K
5
MCK icon
McKesson
MCK
+$218K

Sector Composition

1 Technology 11.36%
2 Healthcare 11.13%
3 Financials 10.58%
4 Industrials 10.06%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5M 4.84%
115,420
+3,820
2
$3.87M 3.75%
26,254
+400
3
$3.24M 3.14%
42,022
-2,441
4
$3.14M 3.04%
20,328
+630
5
$3.13M 3.03%
60,270
-888
6
$3.01M 2.92%
32,887
+2,075
7
$2.65M 2.56%
28,474
+435
8
$2.33M 2.26%
14,151
+565
9
$2.12M 2.05%
14,887
+352
10
$2.09M 2.02%
28,740
11
$2.02M 1.96%
43,085
+4,218
12
$1.96M 1.9%
7,391
-215
13
$1.92M 1.86%
14,745
+90
14
$1.89M 1.84%
24,179
15
$1.89M 1.83%
14,189
+247
16
$1.83M 1.77%
10,093
17
$1.7M 1.65%
10,833
18
$1.68M 1.63%
23,380
+920
19
$1.51M 1.46%
12,716
-435
20
$1.46M 1.42%
23,923
-574
21
$1.45M 1.41%
13,289
+175
22
$1.41M 1.37%
9,033
23
$1.36M 1.32%
12,066
+1,352
24
$1.35M 1.3%
7,760
-109
25
$1.27M 1.23%
8,580
+500
1
2 3 4 5