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
$200M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$585K
3
+$399K
4
EDIT icon
Editas Medicine
EDIT
+$362K
5
KOD icon
Kodiak Sciences
KOD
+$308K

Top Sells

1
+$269K
2
+$213K
3
+$209K
4
AAPL icon
Apple
AAPL
+$186K
5
XOM icon
Exxon Mobil
XOM
+$172K

Sector Composition

1 Technology 15.02%
2 Healthcare 10.75%
3 Industrials 6.75%
4 Consumer Staples 6.33%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 7.99%
521,285
+25,175
2
$12.5M 6.24%
94,594
-1,410
3
$7.71M 3.85%
35,123
-427
4
$7.1M 3.55%
34,838
-35
5
$6.09M 3.04%
28,571
-220
6
$4.85M 2.42%
18,859
-25
7
$4.8M 2.4%
44,115
+285
8
$4.75M 2.37%
86,274
+7,235
9
$4.61M 2.3%
12,100
+180
10
$4.54M 2.27%
28,354
-195
11
$3.81M 1.9%
14,160
12
$3.65M 1.82%
18,794
+127
13
$3.44M 1.72%
21,640
-420
14
$2.82M 1.41%
10,544
15
$2.54M 1.27%
52,011
16
$2.5M 1.25%
18,013
17
$2.48M 1.24%
10,833
18
$2.45M 1.22%
53,913
-3,789
19
$2.41M 1.2%
30,423
20
$2.4M 1.2%
78,473
21
$2.34M 1.17%
30,942
+390
22
$2.26M 1.13%
10,495
+41
23
$2.18M 1.09%
42,950
+1,950
24
$2.17M 1.08%
15,050
25
$2.15M 1.07%
23,920
+120
1
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