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
$150M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$515K
3
+$271K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$245K
5
TWTR
Twitter, Inc.
TWTR
+$238K

Top Sells

1
+$300K
2
+$268K
3
+$254K
4
MMM icon
3M
MMM
+$222K
5
AABA
Altaba Inc
AABA
+$221K

Sector Composition

1 Technology 13.48%
2 Healthcare 10.63%
3 Financials 7.96%
4 Industrials 7.51%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.19M 6.11%
306,300
+274,250
2
$6.7M 4.45%
113,372
-1,872
3
$5.41M 3.59%
38,699
-673
4
$4.43M 2.95%
28,914
+481
5
$4.42M 2.94%
43,367
+1,875
6
$4.27M 2.84%
25,626
+444
7
$4.19M 2.79%
60,775
-43
8
$3.66M 2.43%
27,857
-566
9
$3.57M 2.38%
15,216
-20
10
$3.5M 2.33%
20,922
+1,075
11
$3.46M 2.3%
11,667
+914
12
$2.83M 1.89%
52,908
-554
13
$2.51M 1.67%
19,527
14
$2.4M 1.59%
29,800
-227
15
$2.14M 1.43%
17,709
+110
16
$2.1M 1.4%
11,422
-362
17
$2.1M 1.4%
24,260
18
$2.05M 1.36%
51,036
-270
19
$2.01M 1.33%
14,579
+60
20
$2M 1.33%
27,490
-250
21
$1.88M 1.25%
10,833
22
$1.86M 1.24%
13,634
-141
23
$1.71M 1.14%
32,859
+225
24
$1.71M 1.14%
41,618
+1,719
25
$1.7M 1.13%
25,926
+642
1
2 3 4 5