AWM

Aries Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.07M
3
+$715K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$674K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$634K

Top Sells

1
+$1.19M
2
+$756K
3
+$430K
4
AAPL icon
Apple
AAPL
+$378K
5
NVO icon
Novo Nordisk
NVO
+$375K

Sector Composition

1 Technology 14%
2 Healthcare 8.04%
3 Financials 6.85%
4 Industrials 5.85%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.9M 5.42%
89,798
-1,701
2
$13.9M 3.77%
37,475
+389
3
$13.4M 3.63%
35,570
+865
4
$11.2M 3.04%
19,985
+567
5
$10.7M 2.92%
41,511
+106
6
$10.7M 2.89%
130,403
+13,040
7
$10.6M 2.89%
47,995
+321
8
$7.96M 2.16%
41,828
+1,441
9
$7.1M 1.93%
52,313
-150
10
$6.97M 1.89%
58,645
+13,222
11
$5.93M 1.61%
17,992
12
$5.65M 1.54%
32,734
+1,093
13
$5.54M 1.5%
15,112
+266
14
$5.45M 1.48%
9,462
+352
15
$5.45M 1.48%
124,759
+15,427
16
$5.01M 1.36%
32,404
+2,626
17
$4.87M 1.32%
29,368
+987
18
$4.87M 1.32%
55,455
-312
19
$4.86M 1.32%
15,294
20
$4.7M 1.28%
27,514
-944
21
$4.68M 1.27%
58,648
-588
22
$4.54M 1.23%
208,664
-2,180
23
$4.53M 1.23%
12,932
+394
24
$4.52M 1.23%
18,445
+552
25
$4.28M 1.16%
14,843
+330
1
2 3 4 5