AWM

Arista Wealth Management Portfolio holdings

AUM $723M
1-Year Est. Return 12.71%
This Quarter Est. Return
1 Year Est. Return
+12.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$4.19M
3
+$1.02M
4
GD icon
General Dynamics
GD
+$290K
5
BA icon
Boeing
BA
+$259K

Top Sells

1
+$7.24M
2
+$4.46M
3
+$2.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.17M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.78M

Sector Composition

1 Technology 2.91%
2 Consumer Discretionary 1.14%
3 Consumer Staples 0.6%
4 Financials 0.58%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$643K 0.24%
11,460
-4,758
27
$565K 0.21%
2,934
28
$520K 0.19%
2,093
-75
29
$504K 0.18%
9,636
30
$451K 0.17%
4,275
31
$449K 0.16%
4,815
32
$435K 0.16%
1,869
+10
33
$405K 0.15%
858
34
$392K 0.14%
4,772
35
$379K 0.14%
2,715
+200
36
$353K 0.13%
12,172
37
$347K 0.13%
1,853
+3
38
$334K 0.12%
1,870
39
$328K 0.12%
6,246
40
$317K 0.12%
2,777
41
$314K 0.12%
2,303
42
$313K 0.11%
3,661
43
$312K 0.11%
10,570
44
$290K 0.11%
+1,119
45
$287K 0.1%
9,847
46
$259K 0.09%
+992
47
$245K 0.09%
+5,219
48
$243K 0.09%
8,444
49
$239K 0.09%
47,128
+1,323
50
$237K 0.09%
+665
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