AWM
Arista Wealth Management Portfolio holdings
AUM
$723M
This Quarter Return
+9.51%
1 Year Return
+12.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$273M
AUM Growth
+$273M
(+6.9%)
Cap. Flow
-$5.72M
Cap. Flow
% of AUM
-2.09%
Top 10 Holdings %
Top 10 Hldgs %
85.14%
Holding
59
New
8
Increased
13
Reduced
15
Closed
5
Top Buys
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
$12.3M |
| 2 |
Dimensional US Small Cap Value ETF
DFSV
|
$4.19M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.02M |
| 4 |
General Dynamics
GD
|
$290K |
| 5 |
Boeing
BA
|
$259K |
Top Sells
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% |
