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
META icon
26
Meta Platforms (Facebook)
META
$1.58T
$4.11M 0.51%
5,601
+638
AGG icon
27
iShares Core US Aggregate Bond ETF
AGG
$136B
$3.9M 0.48%
38,868
+188
XOM icon
28
Exxon Mobil
XOM
$548B
$3.76M 0.47%
33,335
-432
AXP icon
29
American Express
AXP
$254B
$3.6M 0.45%
10,837
+651
RTX icon
30
RTX Corp
RTX
$270B
$3.54M 0.44%
21,139
+45
GS icon
31
Goldman Sachs
GS
$289B
$3.47M 0.43%
4,361
+400
IEUR icon
32
iShares Core MSCI Europe ETF
IEUR
$7.23B
$3.45M 0.43%
50,665
ADP icon
33
Automatic Data Processing
ADP
$105B
$3.44M 0.43%
11,735
-41
BLK icon
34
Blackrock
BLK
$181B
$3.22M 0.4%
2,758
-28
SPYM
35
State Street SPDR Portfolio S&P 500 ETF
SPYM
$102B
$2.86M 0.36%
36,556
-259
VBR icon
36
Vanguard Small-Cap Value ETF
VBR
$34.2B
$2.84M 0.35%
13,610
-3
CDNS icon
37
Cadence Design Systems
CDNS
$86.2B
$2.73M 0.34%
7,771
+22
GPI icon
38
Group 1 Automotive
GPI
$5.02B
$2.66M 0.33%
6,070
CRDO icon
39
Credo Technology Group
CRDO
$27.5B
$2.65M 0.33%
18,187
-595
ABBV icon
40
AbbVie
ABBV
$380B
$2.64M 0.33%
11,414
-108
V icon
41
Visa
V
$633B
$2.64M 0.33%
7,739
+1,100
KO icon
42
Coca-Cola
KO
$304B
$2.61M 0.33%
39,423
-436
NOC icon
43
Northrop Grumman
NOC
$94.9B
$2.57M 0.32%
4,213
LRCX icon
44
Lam Research
LRCX
$279B
$2.5M 0.31%
18,705
+1,044
F icon
45
Ford
F
$54.5B
$2.46M 0.31%
205,519
HD icon
46
Home Depot
HD
$378B
$2.35M 0.29%
5,809
-766
DFAX icon
47
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.5B
$2.23M 0.28%
71,075
+29,392
NEE icon
48
NextEra Energy
NEE
$175B
$2.05M 0.25%
27,116
-153
WMT icon
49
Walmart Inc
WMT
$946B
$2.04M 0.25%
19,768
-1,507
CSCO icon
50
Cisco
CSCO
$297B
$2.04M 0.25%
29,745
+3,464
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