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
$76.5M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Sells

1 +$986K
2 +$907K
3 +$483K
4
LH icon
Labcorp
LH
+$382K
5
XOM icon
Exxon Mobil
XOM
+$300K

Sector Composition

1 Energy 10.41%
2 Technology 9.07%
3 Healthcare 7.97%
4 Real Estate 7.13%
5 Financials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,729
102
$0 ﹤0.01%
31,400