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
$80.6M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$349K
3 +$281K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$251K
5
FNB icon
FNB Corp
FNB
+$216K

Top Sells

1 +$723K
2 +$282K
3 +$240K
4
MCD icon
McDonald's
MCD
+$209K
5
CSG
CHAMBERS STR PPTYS COM
CSG
+$109K

Sector Composition

1 Technology 9.45%
2 Energy 9.21%
3 Healthcare 8.57%
4 Financials 6.93%
5 Real Estate 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,399
102
-4,017
103
-30,000
104
$0 ﹤0.01%
31,400