AWM

Aries Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 22.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$859K
3
+$593K
4
VB icon
Vanguard Small-Cap ETF
VB
+$509K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$471K

Top Sells

1
+$1.5M
2
+$1.27M
3
+$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$639K

Sector Composition

1 Technology 14.97%
2 Financials 6.74%
3 Healthcare 6.49%
4 Industrials 6.37%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 4.74%
88,422
-1,376
2
$17.5M 4.58%
35,219
-351
3
$16.6M 4.35%
37,978
+503
4
$12.9M 3.37%
144,339
+13,936
5
$12M 3.12%
19,344
-641
6
$11.9M 3.11%
50,278
+2,283
7
$11.4M 2.97%
40,678
-833
8
$9.37M 2.45%
42,698
+870
9
$7.25M 1.9%
9,828
+366
10
$6.98M 1.82%
51,429
-884
11
$6.95M 1.82%
17,892
-100
12
$6.65M 1.74%
137,946
+13,187
13
$5.77M 1.51%
32,744
+340
14
$5.64M 1.48%
31,937
-797
15
$5.48M 1.43%
14,958
-154
16
$5.37M 1.4%
15,294
17
$5.24M 1.37%
53,621
-1,834
18
$5M 1.31%
17,239
-1,206
19
$4.81M 1.26%
44,618
-14,027
20
$4.79M 1.25%
204,934
-3,730
21
$4.65M 1.22%
13,102
+170
22
$4.44M 1.16%
24,305
-3,209
23
$4.32M 1.13%
51,589
-7,059
24
$4.27M 1.12%
14,039
+3,054
25
$4.23M 1.11%
13,877
-966
1
2 3 4 5