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
$109M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1 +$887K
2 +$719K
3 +$615K
4
SWK icon
Stanley Black & Decker
SWK
+$566K
5
CVS icon
CVS Health
CVS
+$244K

Sector Composition

1 Healthcare 12.27%
2 Financials 10.5%
3 Technology 9.6%
4 Industrials 6.23%
5 Energy 6.23%