AWS
Aris Wealth Services Portfolio holdings
AUM
$47.7M
1-Year Est. Return
10.11%
1 Year Est. Return
-10.11%
AUM
$47.7M
AUM Growth
-$61.5M
(-56%)
Holding
542
Top Buys
| 1 | +$424K | |
| 2 | +$280K | |
| 3 | +$270K | |
| 4 |
iShares International Select Dividend ETF
IDV
|
+$172K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$158K |
Top Sells
| 1 | +$1.3M | |
| 2 | +$1.27M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Sensata Technologies
ST
$4.55B
| – | – |
-107
|
|
||
527
State Street
STT
$31.4B
| – | – |
-70
|
|
||
528
Skyworks Solutions
SWKS
$11.2B
| – | – |
-785
|
|
||
529
Teradata
TDC
$1.96B
| – | – |
-80
|
|
||
530
TE Connectivity
TEL
$65.9B
| – | – |
-205
|
|
||
531
TSMC
TSM
$1.53T
| – | – |
-339
|
|
||
532
UBS Group
UBS
$122B
| – | – |
-1,464
|
|
||
533
UGI
UGI
$6.97B
| – | – |
-1,554
|
|
||
534
Visa
V
$664B
| – | – |
-855
|
|
||
535
Veeco
VECO
$1.76B
| – | – |
-29
|
|
||
536
VF Corp
VFC
$5.58B
| – | – |
-38
|
|
||
537
Vipshop
VIPS
$9.27B
| – | – |
-281
|
|
||
538
Valero Energy
VLO
$49B
| – | – |
-620
|
|
||
539
Vanguard FTSE Pacific ETF
VPL
$8.09B
| – | – |
-447
|
|
||
540
Viatris
VTRS
$11.9B
| – | – |
-322
|
|
||
541
V2X
VVX
$1.77B
| $0 | ﹤0.01% |
20
|
|
||
542
Whirlpool
WHR
$4.07B
| – | – |
-135
|
|