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
$380M
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$37.8M
3
+$31.2M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23.6M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$18.3M

Top Sells

1
+$914K
2
+$225K

Sector Composition

1 Technology 3.08%
2 Consumer Discretionary 0.97%
3 Consumer Staples 0.87%
4 Financials 0.64%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.33%
+3,414
27
$1.09M 0.29%
16,532
28
$719K 0.19%
3,297
+62
29
$671K 0.18%
+11,440
30
$665K 0.17%
+3,650
31
$664K 0.17%
+2,934
32
$624K 0.16%
24,042
33
$604K 0.16%
+4,275
34
$567K 0.15%
+4,925
35
$528K 0.14%
23,881
-41,373
36
$520K 0.14%
11,875
+884
37
$512K 0.13%
+2,212
38
$500K 0.13%
4,772
39
$500K 0.13%
9,636
+4,473
40
$481K 0.13%
+7,108
41
$468K 0.12%
+4,815
42
$465K 0.12%
+858
43
$451K 0.12%
1,891
+11
44
$422K 0.11%
+1,038
45
$385K 0.1%
+10,570
46
$341K 0.09%
+1,870
47
$338K 0.09%
+2,777
48
$336K 0.09%
+2,303
49
$329K 0.09%
12,172
50
$328K 0.09%
1,130
+6
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2
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