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
$111M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$280K
3
+$253K
4
ESRX
Express Scripts Holding Company
ESRX
+$209K
5
IBB icon
iShares Biotechnology ETF
IBB
+$204K

Top Sells

1
+$233K
2
+$204K
3
+$202K
4
D icon
Dominion Energy
D
+$201K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$200K

Sector Composition

1 Technology 12.28%
2 Healthcare 12.14%
3 Financials 10.31%
4 Industrials 10.08%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.48M 5.82%
114,800
2
$4.4M 3.95%
27,079
+380
3
$3.6M 3.23%
21,925
+1,132
4
$3.43M 3.08%
40,374
-1,096
5
$3.29M 2.95%
33,541
+1,525
6
$3.14M 2.82%
27,483
+178
7
$2.88M 2.58%
55,496
8
$2.7M 2.43%
16,787
+1,570
9
$2.33M 2.09%
23,280
10
$2.33M 2.09%
14,151
+400
11
$2.29M 2.06%
27,740
-1,000
12
$2.25M 2.02%
7,731
13
$1.91M 1.71%
13,795
14
$1.87M 1.68%
10,833
15
$1.82M 1.64%
44,473
+1,399
16
$1.82M 1.63%
14,009
+18
17
$1.72M 1.54%
9,744
-259
18
$1.61M 1.44%
7,760
19
$1.56M 1.4%
12,756
20
$1.47M 1.32%
23,628
21
$1.45M 1.3%
9,671
22
$1.44M 1.3%
12,904
23
$1.41M 1.26%
23,320
24
$1.37M 1.23%
20,096
+1,809
25
$1.36M 1.22%
12,066
1
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