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
$255M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.8M
3
+$3M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.9M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$2.62M

Top Sells

1
+$747K
2
+$376K
3
+$316K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$311K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$289K

Sector Composition

1 Technology 2.71%
2 Consumer Discretionary 1.07%
3 Consumer Staples 0.57%
4 Financials 0.39%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.4%
25,066
-9,310
27
$1M 0.39%
12,989
-554
28
$841K 0.33%
16,218
-5,476
29
$647K 0.25%
24,697
-127
30
$543K 0.21%
2,168
-39
31
$481K 0.19%
2,934
-29
32
$453K 0.18%
4,275
33
$447K 0.18%
1,859
+10
34
$440K 0.17%
9,636
+690
35
$393K 0.15%
4,815
36
$374K 0.15%
858
37
$340K 0.13%
4,772
38
$333K 0.13%
6,246
-5,826
39
$329K 0.13%
2,515
-100
40
$322K 0.13%
12,172
41
$318K 0.12%
8,114
-757
42
$301K 0.12%
1,870
43
$296K 0.12%
2,303
44
$294K 0.12%
10,570
45
$288K 0.11%
3,661
46
$282K 0.11%
2,777
47
$280K 0.11%
8,444
48
$276K 0.11%
1,850
+11
49
$272K 0.11%
2,317
+3
50
$235K 0.09%
45,805
+1,328
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