AWM

Arista Wealth Management Portfolio holdings

AUM $813M
1-Year Est. Return 17.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13.5M
3
+$11.6M
4
JPM icon
JPMorgan Chase
JPM
+$9.72M
5
AAPL icon
Apple
AAPL
+$8.17M

Top Sells

1
+$201K
2
+$62.1K
3
+$24.7K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$16.8K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.59K

Sector Composition

1 Technology 10.2%
2 Financials 6.03%
3 Consumer Discretionary 3.71%
4 Consumer Staples 3.01%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$210K 0.03%
+4,000
227
$209K 0.03%
+3,600
228
$208K 0.03%
4,662
-557
229
$207K 0.03%
+1,020
230
$207K 0.03%
+2,478
231
$206K 0.03%
+2,245
232
$205K 0.03%
+13,000
233
$204K 0.03%
+1,050
234
$202K 0.03%
+1,848
235
$201K 0.03%
+874
236
$169K 0.02%
+10,961
237
$163K 0.02%
+13,000
238
$161K 0.02%
+20,000
239
$156K 0.02%
+10,000
240
$147K 0.02%
+10,000
241
$134K 0.02%
+10,000
242
$117K 0.02%
+10,000
243
$115K 0.02%
+10,000
244
$111K 0.02%
+2,423
245
$107K 0.01%
+11,033
246
$96.2K 0.01%
+10,000
247
$42.8K 0.01%
+8,174
248
$41.7K 0.01%
+15,800
6 7 8 9
10