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AWM

Arista Wealth Management Portfolio holdings

AUM $927M
1-Year Est. Return 24.58%
This Fund
S&P 500
This Quarter Est. Return
+14.75%
1 Year Est. Return
+24.58%
3 Year Est. Return
+60.05%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$927M
AUM Growth
+$105M
Cap. Flow
+$10.4M
Cap. Flow %
1.12%
Top 10 Hldgs %
55%
Holding
295
New
42
Increased
75
Reduced
67
Closed
29

Top Buys

1
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.59M
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.91M
3
DFSV
Dimensional US Small Cap Value ETF
DFSV
+$1.81M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.8M
5
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$1.36M

Top Sells

1
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$2M
2
AMD icon
Advanced Micro Devices
AMD
+$1.05M
3
APRJ icon
Innovator Premium Income 30 Barrier ETF April
APRJ
+$997K
4
MU icon
Micron Technology
MU
+$828K
5
STX icon
Seagate
STX
+$784K

Sector Composition

1 Technology 11.09%
2 Financials 5.16%
3 Healthcare 2.85%
4 Industrials 2.73%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
251
Kimberly-Clark
KMB
$36.2B
$238K 0.03%
2,169
– –
AVSC icon
252
Avantis US Small Cap Equity ETF
AVSC
$3.05B
$235K 0.03%
+3,206
New +$219K
SMCI icon
253
Super Micro Computer
SMCI
$16.2B
$235K 0.03%
8,000
-2,000
-20% -$63.7K
EME icon
254
Emcor
EME
$33.3B
$234K 0.03%
282
+1
+0.4% +$846
ZION icon
255
Zions Bancorporation
ZION
$10.8B
$230K 0.02%
+3,320
New +$209K
VICI icon
256
VICI Properties
VICI
$29.8B
$228K 0.02%
8,600
– –
VIGI icon
257
Vanguard International Dividend Appreciation ETF
VIGI
$8.91B
$221K 0.02%
2,364
– –
ACN icon
258
Accenture
ACN
$88.1B
$221K 0.02%
+1,772
New +$308K
LYFT icon
259
Lyft
LYFT
$6.05B
$219K 0.02%
15,000
– –
RBLX icon
260
Roblox
RBLX
$39.4B
$218K 0.02%
4,000
– –
TFI icon
261
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.07B
$214K 0.02%
4,662
– –
PSX icon
262
Phillips 66
PSX
$80.8B
$214K 0.02%
1,263
+11
+0.9% +$1.89K
SHEL icon
263
Shell
SHEL
$236B
$209K 0.02%
2,695
+50
+2% +$4.32K
ZIM icon
264
ZIM Integrated Shipping Services
ZIM
$2.97B
$208K 0.02%
+8,000
New +$206K
TAK icon
265
Takeda Pharmaceutical
TAK
$53.4B
$176K 0.02%
10,961
– –
FSSL
266
FS Specialty Lending Fund
FSSL
$830M
$134K 0.01%
12,020
-24,463
-67% -$289K
AA icon
267
Alcoa
AA
$12.4B
– –
-7,293
Closed -$484K
ABT icon
268
Abbott
ABT
$172B
– –
-3,311
Closed -$340K
APRJ icon
269
Innovator Premium Income 30 Barrier ETF April
APRJ
$32.2M
– –
-40,710
Closed -$997K
ARW icon
270
Arrow Electronics
ARW
$10.4B
– –
-3,011
Closed -$432K
BSX icon
271
Boston Scientific
BSX
$66.5B
– –
-5,267
Closed -$331K
CEG icon
272
Constellation Energy
CEG
$89.1B
– –
-1,473
Closed -$411K
CRWD icon
273
CrowdStrike
CRWD
$207B
– –
-2,400
Closed -$234K
DAL icon
274
Delta Air Lines
DAL
$56.8B
– –
-10,308
Closed -$685K
DAVE icon
275
Dave Inc
DAVE
$5.55B
– –
-1,300
Closed -$226K
8 9 10
11
12

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