AWS

Aris Wealth Services Portfolio holdings

AUM $47.7M
1-Year Est. Return 10.11%
This Quarter Est. Return
1 Year Est. Return
-10.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$294K
3 +$292K
4
CSCO icon
Cisco
CSCO
+$280K
5
BIIB icon
Biogen
BIIB
+$254K

Top Sells

1 +$2.16M
2 +$354K
3 +$312K
4
KDP icon
Keurig Dr Pepper
KDP
+$306K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$284K

Sector Composition

1 Healthcare 10.43%
2 Financials 9.93%
3 Technology 9.52%
4 Energy 6.61%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$0 ﹤0.01%
+37
527
$0 ﹤0.01%
+13
528
$0 ﹤0.01%
31,400
529
-1,664
530
$0 ﹤0.01%
+118
531
$0 ﹤0.01%
+20