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
$413M
AUM Growth
-$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.05M
3
+$2.02M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$586K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$548K

Top Sells

1
+$245K
2
+$223K
3
+$211K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$78.9K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$78.9K

Sector Composition

1 Technology 2.99%
2 Consumer Staples 1.1%
3 Consumer Discretionary 1.08%
4 Financials 0.82%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.28%
16,532
27
$1.04M 0.25%
1,944
+424
28
$1.01M 0.25%
2,808
29
$804K 0.19%
9,160
+1,773
30
$735K 0.18%
3,316
+19
31
$656K 0.16%
4,245
+547
32
$630K 0.15%
24,042
33
$615K 0.15%
2,287
+12
34
$606K 0.15%
2,934
35
$598K 0.14%
5,026
+24
36
$598K 0.14%
4,275
-10
37
$581K 0.14%
1,902
-7
38
$563K 0.14%
2,171
39
$537K 0.13%
4,600
-215
40
$528K 0.13%
6,058
-111
41
$515K 0.12%
11,371
-1,743
42
$496K 0.12%
9,636
43
$413K 0.1%
4,772
-9
44
$403K 0.1%
12,172
45
$383K 0.09%
10,570
46
$369K 0.09%
1,870
-78
47
$364K 0.09%
2,777
-151
48
$340K 0.08%
2,174
+675
49
$336K 0.08%
2,303
50
$332K 0.08%
3,596
+1,326
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