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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$25.8M
3
+$22.2M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$9.49M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$7.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.33%
2 Consumer Discretionary 1.19%
3 Financials 1.04%
4 Consumer Staples 0.95%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$819K 0.52%
+2,141
27
$746K 0.47%
+32,747
28
$707K 0.45%
+2,947
29
$669K 0.42%
+30,460
30
$643K 0.41%
+8,944
31
$588K 0.37%
+12,450
32
$564K 0.36%
+12,540
33
$539K 0.34%
+13,830
34
$440K 0.28%
+858
35
$437K 0.28%
+1,829
36
$423K 0.27%
+3,047
37
$419K 0.26%
+9,541
38
$413K 0.26%
+3,321
39
$409K 0.26%
+4,815
40
$387K 0.24%
+3,993
41
$356K 0.23%
+4,360
42
$339K 0.21%
+2,497
43
$338K 0.21%
+10,570
44
$338K 0.21%
+4,298
45
$327K 0.21%
+6,382
46
$309K 0.19%
+6,766
47
$308K 0.19%
+4,981
48
$302K 0.19%
+3,077
49
$288K 0.18%
+2,334
50
$285K 0.18%
+3,234
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