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
$231M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$12.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.91M

Top Sells

1
+$15M
2
+$12.3M
3
+$10.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$8.13M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$6.7M

Sector Composition

1 Technology 1.45%
2 Financials 0.84%
3 Consumer Discretionary 0.82%
4 Utilities 0.15%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 5.81%
+276,882
2
$13.4M 5.81%
+530,460
3
$12.8M 5.55%
+118,411
4
$10.2M 4.43%
+95,600
5
$10.2M 4.41%
94,516
+91,826
6
$9.22M 3.99%
+36,887
7
$9.17M 3.97%
20,213
+19,757
8
$7.93M 3.43%
+96,336
9
$7.88M 3.41%
72,729
+70,201
10
$7.88M 3.41%
146,805
+143,220
11
$7.64M 3.31%
+306,880
12
$7.56M 3.27%
+161,507
13
$7.29M 3.16%
+56,887
14
$7.11M 3.08%
+72,709
15
$7.05M 3.05%
+64,270
16
$5.6M 2.43%
+80,611
17
$5.46M 2.36%
+303,984
18
$5.35M 2.32%
+80,654
19
$5.26M 2.28%
+207,978
20
$4.99M 2.16%
+89,809
21
$4.59M 1.99%
+98,930
22
$4.51M 1.95%
+77,455
23
$4.15M 1.8%
+43,096
24
$3.85M 1.67%
8,529
-2,916
25
$3.75M 1.62%
+134,993
1
2 3 4 5