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
$280M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.48M
3
+$1.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$813K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$765K

Top Sells

1
+$802K
2
+$707K
3
+$448K
4
HD icon
Home Depot
HD
+$437K
5
PG icon
Procter & Gamble
PG
+$308K

Sector Composition

1 Technology 15.39%
2 Healthcare 9.76%
3 Industrials 6.9%
4 Financials 6.68%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.3M 6.52%
94,936
-1,450
2
$13.3M 4.74%
35,374
-448
3
$9.5M 3.39%
44,515
+3,440
4
$9.07M 3.24%
29,190
+4,770
5
$8.83M 3.15%
37,956
+3,287
6
$7.39M 2.63%
15,540
+1,060
7
$6.89M 2.46%
55,114
+6,506
8
$6.29M 2.24%
41,397
+10,833
9
$6.06M 2.16%
80,384
+15,670
10
$5.36M 1.91%
18,128
-500
11
$5.08M 1.81%
14,663
-1,262
12
$4.87M 1.74%
48,681
-7,068
13
$4.81M 1.71%
30,675
-457
14
$3.88M 1.38%
55,249
+5,180
15
$3.86M 1.38%
27,643
+8
16
$3.55M 1.27%
13,637
-150
17
$3.52M 1.26%
23,938
+863
18
$3.32M 1.18%
30,471
-1,076
19
$3.27M 1.17%
9,245
-378
20
$3.25M 1.16%
63,296
-2,050
21
$3.2M 1.14%
60,816
-1,359
22
$3.1M 1.1%
18,197
-1,048
23
$3.07M 1.09%
20,924
-2,104
24
$2.98M 1.06%
10,883
25
$2.86M 1.02%
36,633
+1,185
1
2 3 4 5