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
$220M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.68M
3
+$8.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$6.88M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.65M

Top Sells

1
+$13.4M
2
+$13.4M
3
+$12.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$9.22M

Sector Composition

1 Technology 14.43%
2 Healthcare 11.9%
3 Consumer Staples 6.79%
4 Financials 6.52%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 5.78%
93,050
+85,438
2
$9.68M 4.39%
+328,649
3
$9.09M 4.13%
35,406
+32,710
4
$6.88M 3.12%
+39,052
5
$6.1M 2.77%
30,983
+28,659
6
$5.52M 2.51%
+46,494
7
$5.45M 2.48%
+30,712
8
$5.2M 2.36%
102,792
+86,896
9
$5.1M 2.32%
+22,894
10
$4.62M 2.1%
12,244
+3,715
11
$4.41M 2%
+51,541
12
$4.12M 1.87%
+65,967
13
$4.12M 1.87%
+15,027
14
$3.64M 1.65%
+72,690
15
$3.24M 1.47%
+18,100
16
$3.06M 1.39%
28,825
+21,225
17
$2.97M 1.35%
+71,381
18
$2.91M 1.32%
26,740
+24,560
19
$2.81M 1.28%
+19,540
20
$2.72M 1.23%
+29,821
21
$2.69M 1.22%
+4,955
22
$2.67M 1.21%
+88,611
23
$2.63M 1.19%
13,352
+10,238
24
$2.62M 1.19%
+15,732
25
$2.4M 1.09%
+59,211
1
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