AWS

Aris Wealth Services Portfolio holdings

AUM $47.7M
1-Year Est. Return 10.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-10.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.7M
AUM Growth
-$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Sells

1 +$1.4M
2 +$1.35M
3 +$1.26M
4
FISV
Fiserv Inc
FISV
+$1.21M
5
CELG
Celgene Corp
CELG
+$1.06M

Sector Composition

1 Real Estate 9.66%
2 Financials 7.24%
3 Industrials 5.24%
4 Healthcare 4.42%
5 Energy 4.17%