AWM

Arista Wealth Management Portfolio holdings

AUM $813M
1-Year Est. Return 17.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13.5M
3
+$11.6M
4
JPM icon
JPMorgan Chase
JPM
+$9.72M
5
AAPL icon
Apple
AAPL
+$8.17M

Top Sells

1
+$201K
2
+$62.1K
3
+$24.7K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$16.8K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.59K

Sector Composition

1 Technology 10.2%
2 Financials 6.03%
3 Consumer Discretionary 3.71%
4 Consumer Staples 3.01%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.84M 0.53%
38,680
+1,325
27
$3.66M 0.51%
4,963
+4,537
28
$3.64M 0.5%
33,767
+28,741
29
$3.63M 0.5%
11,776
+9,874
30
$3.35M 0.46%
+50,665
31
$3.25M 0.45%
10,186
+7,899
32
$3.08M 0.43%
+21,094
33
$2.92M 0.4%
+2,786
34
$2.82M 0.39%
+39,859
35
$2.8M 0.39%
+3,961
36
$2.68M 0.37%
36,815
+282
37
$2.65M 0.37%
13,613
-14
38
$2.65M 0.37%
+6,070
39
$2.41M 0.33%
+6,575
40
$2.39M 0.33%
+7,749
41
$2.36M 0.33%
+6,639
42
$2.23M 0.31%
+205,519
43
$2.14M 0.3%
+11,522
44
$2.11M 0.29%
+4,213
45
$2.1M 0.29%
49,703
46
$2.1M 0.29%
+7,696
47
$2.08M 0.29%
21,275
+12,115
48
$1.92M 0.27%
+17,622
49
$1.89M 0.26%
36,839
50
$1.89M 0.26%
+27,269
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