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
$416M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.59M
3
+$2.47M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.99M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.54M

Top Sells

1
+$465K
2
+$341K
3
+$300K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$129K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$76.1K

Sector Composition

1 Technology 3.09%
2 Consumer Staples 0.94%
3 Consumer Discretionary 0.87%
4 Financials 0.7%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.31%
3,414
27
$1.17M 0.28%
16,532
28
$786K 0.19%
3,315
+18
29
$730K 0.18%
4,285
+10
30
$715K 0.17%
+7,452
31
$671K 0.16%
1,458
+420
32
$666K 0.16%
24,042
33
$662K 0.16%
2,934
34
$645K 0.15%
10,232
-1,208
35
$628K 0.15%
13,114
+1,239
36
$613K 0.15%
3,698
+48
37
$607K 0.15%
2,238
+26
38
$580K 0.14%
4,948
+23
39
$574K 0.14%
7,110
+2
40
$536K 0.13%
9,636
41
$528K 0.13%
1,909
+18
42
$502K 0.12%
4,815
43
$434K 0.1%
4,781
+9
44
$413K 0.1%
12,172
45
$412K 0.1%
10,570
46
$376K 0.09%
2,777
47
$375K 0.09%
1,870
48
$355K 0.09%
2,303
49
$353K 0.08%
3,661
50
$343K 0.08%
1,135
+5
1
2
3