AWS
Aris Wealth Services Portfolio holdings
AUM
$47.7M
This Quarter Return
+1.06%
1 Year Return
-10.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$89.8M
AUM Growth
+$89.8M
(+11%)
Cap. Flow
+$8.68M
Cap. Flow
% of AUM
9.66%
Top 10 Holdings %
Top 10 Hldgs %
34.82%
Holding
120
New
14
Increased
58
Reduced
27
Closed
6
Top Buys
Top Sells
| 1 |
Verisk Analytics
VRSK
|
$1.54M |
| 2 |
CSG
CHAMBERS STR PPTYS COM
CSG
|
$547K |
| 3 |
AGN
ALLERGAN INC
AGN
|
$447K |
| 4 |
Keurig Dr Pepper
KDP
|
$364K |
| 5 |
America Movil
AMX
|
$277K |
Sector Composition
| 1 | Financials | 9.69% |
| 2 | Healthcare | 9.51% |
| 3 | Technology | 9.51% |
| 4 | Energy | 7.4% |
| 5 | Real Estate | 6.14% |
