AWM
Arista Wealth Management Portfolio holdings
AUM
$723M
This Quarter Return
+5.61%
1 Year Return
+12.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(-52%)
Cap. Flow
-$154M
Cap. Flow
% of AUM
-117.39%
Top 10 Holdings %
Top 10 Hldgs %
83.49%
Holding
60
New
6
Increased
6
Reduced
20
Closed
25
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$3.88M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.71M |
| 3 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$1.11M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$653K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$502K |
Top Sells
Sector Composition
| 1 | Technology | 2.58% |
| 2 | Consumer Discretionary | 1.61% |
| 3 | Consumer Staples | 0.68% |
| 4 | Financials | 0.25% |
| 5 | Industrials | 0.24% |
