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
$134M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.69M
3
+$1.47M
4
HD icon
Home Depot
HD
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.31M

Top Sells

1
+$541K
2
+$279K
3
+$272K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$201K
5
META icon
Meta Platforms (Facebook)
META
+$185K

Sector Composition

1 Technology 13.87%
2 Healthcare 12.67%
3 Industrials 9.07%
4 Financials 8.5%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.48M 4.1%
115,492
+1,792
2
$4.91M 3.67%
60,818
+20,934
3
$4.67M 3.5%
39,642
+12,468
4
$4.29M 3.21%
28,076
-163
5
$3.98M 2.97%
28,456
+14,559
6
$3.95M 2.95%
24,581
+257
7
$3.8M 2.84%
38,267
+688
8
$3.01M 2.25%
19,232
-143
9
$2.92M 2.19%
15,240
+7,627
10
$2.65M 1.98%
9,394
+329
11
$2.65M 1.98%
19,527
+9,657
12
$2.58M 1.93%
48,896
-610
13
$2.38M 1.78%
30,027
+14,402
14
$2.25M 1.68%
27,740
15
$2.19M 1.64%
13,126
-1,112
16
$2.16M 1.62%
24,300
-60
17
$1.87M 1.4%
13,869
+7,958
18
$1.83M 1.37%
17,599
+6,290
19
$1.81M 1.35%
10,833
20
$1.8M 1.35%
10,367
+1,270
21
$1.79M 1.34%
14,588
+1,714
22
$1.76M 1.32%
32,812
+13,831
23
$1.74M 1.3%
43,077
+10,755
24
$1.68M 1.25%
51,552
+25,545
25
$1.6M 1.2%
37,753
-2,312
1
2 3 4 5