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
$241M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$20.1M
3
+$15.9M
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$9.68M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$7.23M

Top Sells

1
+$16.5M
2
+$15.8M
3
+$4.29M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.65M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.42M

Sector Composition

1 Technology 3.08%
2 Consumer Discretionary 1.28%
3 Financials 0.8%
4 Consumer Staples 0.76%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$985K 0.41%
2,222
27
$747K 0.31%
32,747
28
$674K 0.28%
24,824
29
$653K 0.27%
12,540
30
$633K 0.26%
12,072
-12
31
$578K 0.24%
2,207
-121
32
$515K 0.21%
2,963
-358
33
$509K 0.21%
4,275
34
$415K 0.17%
8,946
35
$411K 0.17%
4,815
36
$406K 0.17%
1,849
+11
37
$381K 0.16%
858
38
$361K 0.15%
8,871
-1,198
39
$331K 0.14%
10,570
40
$328K 0.14%
4,772
41
$320K 0.13%
1,839
+3
42
$318K 0.13%
1,870
43
$316K 0.13%
4,961
-20
44
$313K 0.13%
2,615
-219
45
$310K 0.13%
8,444
+1,069
46
$306K 0.13%
2,303
-149
47
$303K 0.13%
3,661
48
$298K 0.12%
2,777
-237
49
$289K 0.12%
2,904
-416
50
$274K 0.11%
+12,172
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