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
$417M
AUM Growth
+$670K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$877K
3
+$806K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$415K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$357K

Top Sells

1
+$645K
2
+$630K
3
+$563K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$502K
5
RXST icon
RxSight
RXST
+$258K

Sector Composition

1 Technology 3.27%
2 Consumer Discretionary 1.25%
3 Consumer Staples 0.94%
4 Financials 0.77%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.27%
2,808
-606
27
$1.07M 0.26%
16,532
28
$877K 0.21%
+2,171
29
$792K 0.19%
3,297
-18
30
$714K 0.17%
4,285
31
$700K 0.17%
3,698
32
$689K 0.17%
1,520
+62
33
$682K 0.16%
2,934
34
$675K 0.16%
2,275
+37
35
$667K 0.16%
7,387
+277
36
$666K 0.16%
24,042
37
$605K 0.15%
4,815
38
$595K 0.14%
6,169
-1,283
39
$578K 0.14%
13,114
40
$559K 0.13%
1,909
41
$538K 0.13%
5,002
+54
42
$536K 0.13%
9,636
43
$437K 0.1%
1,948
+78
44
$423K 0.1%
12,172
45
$413K 0.1%
4,781
46
$396K 0.09%
10,570
47
$386K 0.09%
2,928
+151
48
$317K 0.08%
2,303
49
$308K 0.07%
3,661
50
$301K 0.07%
1,141
+6
1
2
3