AWS
Aris Wealth Services Portfolio holdings
AUM
$47.7M
1-Year Return
10.11%
This Quarter Return
-10.17%
1 Year Return
-10.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$47.7M
AUM Growth
-$61.5M
(-56%)
Cap. Flow
-$50.9M
Cap. Flow
% of AUM
-106.88%
Top 10 Holdings %
Top 10 Hldgs %
47.22%
Holding
542
New
20
Increased
30
Reduced
195
Closed
156
Top Buys
| 1 |
General Mills
GIS
|
$424K |
| 2 |
iShares Emerging Markets Dividend ETF
DVYE
|
$280K |
| 3 |
RTN
Raytheon Company
RTN
|
$270K |
| 4 |
iShares International Select Dividend ETF
IDV
|
$172K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$158K |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.3M |
| 2 |
Apple
AAPL
|
$1.27M |
| 3 |
Fiserv
FI
|
$1.23M |
| 4 |
Exxon Mobil
XOM
|
$1.22M |
| 5 |
Lowe's Companies
LOW
|
$1.01M |
Sector Composition
| 1 | Real Estate | 9.66% |
| 2 | Financials | 7.24% |
| 3 | Industrials | 5.24% |
| 4 | Healthcare | 4.42% |
| 5 | Energy | 4.17% |
