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
151
$86K 0.08%
+1,140
152
$85K 0.08%
+1,083
153
$85K 0.08%
+2,360
154
$84K 0.08%
+2,589
155
$84K 0.08%
+1,507
156
$83K 0.08%
+915
157
$83K 0.08%
+1,035
158
$83K 0.08%
+999
159
$81K 0.08%
+820
160
$80K 0.07%
+721
161
$79K 0.07%
+518
162
$78K 0.07%
+560
163
$78K 0.07%
+1,272
164
$77K 0.07%
+620
165
$76K 0.07%
+882
166
$75K 0.07%
+679
167
$75K 0.07%
+1,562
168
$73K 0.07%
+3,186
169
$73K 0.07%
+1,785
170
$71K 0.07%
+4,445
171
$71K 0.07%
+708
172
$70K 0.07%
+1,071
173
$69K 0.06%
+1,172
174
$69K 0.06%
+1,731
175
$69K 0.06%
+522
5 6
7
8 9