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
$183M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.27M
3
+$6.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$4.8M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$3.86M

Top Sells

1
+$4.76M
2
+$3.51M
3
+$3.36M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.99M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.87M

Sector Composition

1 Technology 3.48%
2 Consumer Discretionary 1.27%
3 Financials 0.88%
4 Consumer Staples 0.88%
5 Healthcare 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.55%
2,037
+14
27
$910K 0.5%
2,222
+81
28
$811K 0.44%
2,814
-133
29
$711K 0.39%
32,747
30
$633K 0.35%
+24,824
31
$604K 0.33%
12,540
32
$594K 0.32%
12,084
-366
33
$502K 0.27%
3,321
34
$483K 0.26%
2,328
-6
35
$423K 0.23%
4,815
36
$409K 0.22%
1,838
+9
37
$407K 0.22%
10,069
-3,761
38
$398K 0.22%
8,946
-595
39
$397K 0.22%
4,275
-85
40
$395K 0.22%
858
41
$364K 0.2%
10,570
42
$321K 0.18%
3,320
+314
43
$317K 0.17%
2,452
-45
44
$311K 0.17%
4,981
45
$305K 0.17%
3,014
-63
46
$303K 0.17%
1,836
+1
47
$301K 0.16%
7,375
+993
48
$295K 0.16%
3,661
49
$294K 0.16%
2,834
-400
50
$287K 0.16%
4,772
1
2
3