AWS
Aris Wealth Services Portfolio holdings
AUM
$47.7M
This Quarter Return
+8.12%
1 Year Return
-10.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$76.5M
AUM Growth
+$76.5M
(+12%)
Cap. Flow
+$6.53M
Cap. Flow
% of AUM
8.53%
Top 10 Holdings %
Top 10 Hldgs %
38.81%
Holding
108
New
14
Increased
65
Reduced
16
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$927K |
| 2 |
AGN
ALLERGAN INC
AGN
|
$617K |
| 3 |
iShares Emerging Markets Dividend ETF
DVYE
|
$555K |
| 4 |
iShare MSCI Eurozone ETF
EZU
|
$547K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$460K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$986K |
| 2 |
CSG
CHAMBERS STR PPTYS COM
CSG
|
$907K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$483K |
| 4 |
Labcorp
LH
|
$382K |
| 5 |
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% |