AWM

Arista Wealth Management Portfolio holdings

AUM $804M
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.95M
3
+$3.84M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.3M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.25M

Top Sells

1
+$1.36M
2
+$1.26M
3
+$1.11M
4
ANET icon
Arista Networks
ANET
+$578K
5
APP icon
Applovin
APP
+$503K

Sector Composition

1 Technology 10.92%
2 Financials 6.16%
3 Consumer Discretionary 3.54%
4 Industrials 2.79%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPI icon
276
WisdomTree India Earnings Fund ETF
EPI
$2.7B
– –
-4,500
FANG icon
277
Diamondback Energy
FANG
$43.4B
– –
-2,606
HPQ icon
278
HP
HPQ
$18.7B
– –
-10,600
ICSH icon
279
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.8B
– –
-21,801
IEFA icon
280
iShares Core MSCI EAFE ETF
IEFA
$170B
– –
-2,478
INTC icon
281
Intel
INTC
$230B
– –
-12,337
JNPR
282
DELISTED
Juniper Networks
JNPR
– –
-10,570
KGC icon
283
Kinross Gold
KGC
$40.6B
– –
-10,000
LI icon
284
Li Auto
LI
$16.3B
– –
-10,000
LOW icon
285
Lowe's Companies
LOW
$155B
– –
-1,500
LYFT icon
286
Lyft
LYFT
$7.41B
– –
-13,000
M icon
287
Macy's
M
$5.73B
– –
-10,000
MTZ icon
288
MasTec
MTZ
$19.3B
– –
-7,389
NEM icon
289
Newmont
NEM
$124B
– –
-3,600
NTAP icon
290
NetApp
NTAP
$21B
– –
-2,008
SMMT icon
291
Summit Therapeutics
SMMT
$13B
– –
-10,000
SO icon
292
Southern Company
SO
$97.9B
– –
-2,245
TEAM icon
293
Atlassian
TEAM
$32.3B
– –
-1,020
UNP icon
294
Union Pacific
UNP
$137B
– –
-874
UPS icon
295
United Parcel Service
UPS
$91.2B
– –
-2,199
VSCO icon
296
Victoria's Secret
VSCO
$4.77B
– –
-22,500
WBD icon
297
Warner Bros
WBD
$70.9B
– –
-10,000
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