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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
(+13%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
55%
Holding
295
New
42
Increased
75
Reduced
67
Closed
29
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$2M |
| 2 |
Advanced Micro Devices
AMD
|
+$1.05M |
| 3 |
Innovator Premium Income 30 Barrier ETF April
APRJ
|
+$997K |
| 4 |
Micron Technology
MU
|
+$828K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Vanguard Total Stock Market ETF
VTI
$663B
| $6.61M | 0.71% |
17,850
-12
| -0.1% | -$4.29K |
|
27
iShares Core S&P 500 ETF
IVV
$889B
| $6.26M | 0.68% |
8,360
-86
| -1% | -$62.6K |
|
28
Vanguard Total International Stock ETF
VXUS
$154B
| $5.92M | 0.64% |
69,202
-334
| -0.5% | -$28K |
|
29
ExxonMobil
XOM
$606B
| $5.12M | 0.55% |
37,458
+4,312
| +13% | +$645K |
|
30
Meta Platforms (Facebook)
META
$1.68T
| $4.29M | 0.46% |
7,625
+56
| +0.7% | +$34.2K |
|
31
RTX Corp
RTX
$261B
| $4.12M | 0.44% |
21,694
+423
| +2% | +$77.6K |
|
32
iShares Core MSCI Europe ETF
IEUR
$8.7B
| $3.81M | 0.41% |
50,665
| – | – |
|
33
American Express
AXP
$246B
| $3.76M | 0.41% |
11,105
+480
| +5% | +$154K |
|
34
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
| $3.64M | 0.39% |
98,904
+3,424
| +4% | +$126K |
|
|
35
Micron Technology
MU
$961B
| $3.45M | 0.37% |
2,989
-1,104
| -27% | -$828K |
|
36
Coca-Cola
KO
$365B
| $3.11M | 0.34% |
38,246
-102
| -0.3% | -$8.06K |
|
|
SPYM
37
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
| $3.1M | 0.33% |
35,309
| – | – |
|
38
Cisco
CSCO
$433B
| $3.02M | 0.33% |
25,684
-237
| -0.9% | -$24.8K |
|
39
iShares Core US Aggregate Bond ETF
AGG
$138B
| $3M | 0.32% |
30,307
+269
| +0.9% | +$26.6K |
|
40
AbbVie
ABBV
$448B
| $2.97M | 0.32% |
11,815
+316
| +3% | +$68K |
|
41
Cadence Design Systems
CDNS
$100B
| $2.92M | 0.32% |
7,791
-1,398
| -15% | -$490K |
|
42
Vanguard Small-Cap Value ETF
VBR
$37.3B
| $2.87M | 0.31% |
11,817
-3
| -0% | -$698 |
|
|
43
Advanced Micro Devices
AMD
$813B
| $2.69M | 0.29% |
4,630
-2,557
| -36% | -$1.05M |
|
44
Visa
V
$692B
| $2.67M | 0.29% |
7,790
+190
| +3% | +$61K |
|
45
Automatic Data Processing
ADP
$103B
| $2.63M | 0.28% |
11,744
| – | – |
|
46
Blackrock
BLK
$169B
| $2.63M | 0.28% |
2,732
-7
| -0.3% | -$7.24K |
|
47
Johnson & Johnson
JNJ
$601B
| $2.47M | 0.27% |
9,713
+200
| +2% | +$46.6K |
|
48
CSX Corp
CSX
$94.4B
| $2.42M | 0.26% |
50,852
+207
| +0.4% | +$9.35K |
|
49
NextEra Energy
NEE
$187B
| $2.38M | 0.26% |
27,116
| – | – |
|
50
Ford
F
$56.3B
| $2.36M | 0.25% |
169,728
| – | – |
|
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