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
$310M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$986K
3
+$923K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$749K
5
VUG icon
Vanguard Growth ETF
VUG
+$682K

Top Sells

1
+$690K
2
+$529K
3
+$234K
4
TSLA icon
Tesla
TSLA
+$230K
5
ICE icon
Intercontinental Exchange
ICE
+$228K

Sector Composition

1 Technology 14.03%
2 Healthcare 9.57%
3 Industrials 7.01%
4 Financials 6.52%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 5.17%
93,571
-1,365
2
$14.2M 4.57%
33,735
-1,639
3
$10.7M 3.46%
31,171
+1,981
4
$10.4M 3.36%
45,667
+1,152
5
$9.76M 3.15%
39,062
+1,106
6
$8.75M 2.82%
16,721
+1,181
7
$7.63M 2.46%
95,589
+15,205
8
$7.37M 2.37%
56,132
+1,018
9
$7.34M 2.37%
40,688
-709
10
$6.64M 2.14%
18,128
11
$5.57M 1.79%
14,513
-150
12
$5.51M 1.77%
47,376
-1,305
13
$4.93M 1.59%
31,171
+496
14
$4.46M 1.44%
9,175
-70
15
$4.36M 1.4%
57,201
+1,952
16
$4.16M 1.34%
27,540
-103
17
$4.13M 1.33%
25,157
+1,219
18
$4.01M 1.29%
30,375
-96
19
$3.78M 1.22%
13,548
-89
20
$3.62M 1.17%
18,062
-135
21
$3.6M 1.16%
59,855
-961
22
$3.42M 1.1%
21,080
+156
23
$3.33M 1.07%
80,996
+18,237
24
$3.31M 1.07%
170,224
+34,240
25
$3.25M 1.05%
10,833
-50
1
2 3 4 5