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
$364M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.5M
3
+$1.46M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.42M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M

Top Sells

1
+$818K
2
+$427K
3
+$343K
4
CSCO icon
Cisco
CSCO
+$300K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$297K

Sector Composition

1 Technology 14.84%
2 Healthcare 8.46%
3 Industrials 6.72%
4 Financials 6.6%
5 Consumer Discretionary 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.5M 5.91%
92,352
-642
2
$15.1M 4.16%
35,203
+1,426
3
$13.8M 3.79%
35,893
+3,693
4
$11.2M 3.08%
47,283
-95
5
$10.8M 2.97%
40,982
-359
6
$10.8M 2.97%
18,800
+1,789
7
$9.91M 2.72%
118,494
+12,604
8
$7.68M 2.11%
54,057
-1,800
9
$7.57M 2.08%
40,617
-366
10
$7.04M 1.93%
17,992
-100
11
$6.14M 1.69%
15,153
+651
12
$5.37M 1.48%
45,849
-1,839
13
$5.26M 1.44%
9,183
-200
14
$5.14M 1.41%
28,682
+719
15
$5M 1.37%
15,294
+4,461
16
$4.95M 1.36%
59,487
+60
17
$4.76M 1.31%
28,681
+44
18
$4.72M 1.3%
29,111
-2,114
19
$4.56M 1.25%
56,504
-3,338
20
$4.51M 1.24%
98,364
+12,601
21
$4.42M 1.22%
201,404
-2,000
22
$4.22M 1.16%
24,198
+5,227
23
$3.77M 1.04%
17,893
-300
24
$3.73M 1.02%
21,518
+257
25
$3.71M 1.02%
40,679
+276
1
2 3 4 5