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
$244M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$559K
3
+$519K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$279K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$259K

Top Sells

1
+$1.56M
2
+$397K
3
+$248K
4
ADM icon
Archer Daniels Midland
ADM
+$231K
5
CAG icon
Conagra Brands
CAG
+$205K

Sector Composition

1 Technology 15.01%
2 Healthcare 11.08%
3 Consumer Staples 6.74%
4 Financials 6.58%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 6.43%
95,100
+111
2
$10.1M 4.16%
35,197
-384
3
$7.58M 3.11%
39,961
+1,062
4
$7.18M 2.95%
34,050
+1,325
5
$5.8M 2.38%
46,876
+82
6
$5.79M 2.38%
23,228
+171
7
$5.58M 2.29%
13,630
-266
8
$5.4M 2.21%
49,242
+705
9
$4.85M 1.99%
31,259
+149
10
$4.39M 1.8%
14,861
-170
11
$4.28M 1.76%
59,843
+1,486
12
$4.15M 1.7%
18,128
+100
13
$3.45M 1.42%
68,279
-1,740
14
$3.29M 1.35%
30,947
+61
15
$3.25M 1.33%
111,066
-8,500
16
$3.13M 1.29%
21,077
+140
17
$3.07M 1.26%
29,761
+540
18
$3.06M 1.25%
13,559
-100
19
$2.97M 1.22%
60,432
-399
20
$2.89M 1.18%
27,848
-30
21
$2.88M 1.18%
15,818
-319
22
$2.84M 1.17%
4,931
-122
23
$2.66M 1.09%
42,624
+1,750
24
$2.64M 1.08%
21,296
+540
25
$2.57M 1.06%
10,933
1
2 3 4 5