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AWM
Arista Wealth Management Portfolio holdings
AUM
$927M
1-Year Est. Return
24.58%
This Fund
S&P 500
This Quarter
Est. Return
+14.75%
1 Year Est. Return
+24.58%
3 Year Est. Return
+60.05%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$927M
AUM Growth
+$105M
(+13%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
55%
Holding
295
New
42
Increased
75
Reduced
67
Closed
29
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$2M |
| 2 |
Advanced Micro Devices
AMD
|
+$1.05M |
| 3 |
Innovator Premium Income 30 Barrier ETF April
APRJ
|
+$997K |
| 4 |
Micron Technology
MU
|
+$828K |
| 5 |
Seagate
STX
|
+$784K |
Sector Composition
| 1 | Technology | 11.09% |
| 2 | Financials | 5.16% |
| 3 | Healthcare | 2.85% |
| 4 | Industrials | 2.73% |
| 5 | Consumer Discretionary | 2.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
| $2.36M | 0.25% |
44,691
-1,193
| -3% | -$62.7K |
|
52
Goldman Sachs
GS
$324B
| $2.24M | 0.24% |
2,219
-700
| -24% | -$682K |
|
53
United Rentals
URI
$67B
| $2.24M | 0.24% |
1,979
| – | – |
|
54
Northrop Grumman
NOC
$74.5B
| $2.21M | 0.24% |
4,345
| – | – |
|
55
Lockheed Martin
LMT
$119B
| $2.2M | 0.24% |
4,311
+183
| +4% | +$98.9K |
|
56
iShares Preferred and Income Securities ETF
PFF
$13.4B
| $2.13M | 0.23% |
69,716
+1,898
| +3% | +$59.1K |
|
57
Walmart Inc
WMT
$918B
| $2.01M | 0.22% |
17,767
+1,261
| +8% | +$157K |
|
58
Incyte
INCY
$23.1B
| $2.01M | 0.22% |
17,726
+2,672
| +18% | +$265K |
|
59
Alphabet (Google) Class C
GOOG
$4.53T
| $1.94M | 0.21% |
5,477
+308
| +6% | +$110K |
|
60
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
| $1.89M | 0.2% |
36,839
| – | – |
|
61
Analog Devices
ADI
$185B
| $1.85M | 0.2% |
4,647
+1,152
| +33% | +$456K |
|
62
Coherent
COHR
$54.1B
| $1.84M | 0.2% |
4,663
-980
| -17% | -$347K |
|
63
Dimensional Core Fixed Income ETF
DFCF
$10.8B
| $1.82M | 0.2% |
43,088
| – | – |
|
64
Group 1 Automotive
GPI
$3.9B
| $1.77M | 0.19% |
6,070
| – | – |
|
65
Philip Morris
PM
$290B
| $1.73M | 0.19% |
9,546
+10
| +0.1% | +$1.73K |
|
66
Pfizer
PFE
$143B
| $1.73M | 0.19% |
71,676
+10,039
| +16% | +$263K |
|
67
Celestica
CLS
$34.9B
| $1.72M | 0.19% |
4,714
+1,117
| +31% | +$419K |
|
68
iShares Core MSCI Total International Stock ETF
IXUS
$57.9B
| $1.7M | 0.18% |
17,805
-39
| -0.2% | -$3.67K |
|
69
Chubb
CB
$133B
| $1.63M | 0.18% |
4,771
| – | – |
|
70
Chevron
CVX
$366B
| $1.62M | 0.17% |
9,775
+113
| +1% | +$21K |
|
71
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.5B
| $1.61M | 0.17% |
37,284
-1,822
| -5% | -$76K |
|
72
Ciena
CIEN
$55.3B
| $1.61M | 0.17% |
3,275
+515
| +19% | +$263K |
|
73
iShares MSCI Japan ETF
EWJ
$21.9B
| $1.54M | 0.17% |
16,541
| – | – |
|
74
Hilton Worldwide
HLT
$73.8B
| $1.54M | 0.17% |
4,648
| – | – |
|
75
Adobe
ADBE
$92.1B
| $1.54M | 0.17% |
7,491
-987
| -12% | -$234K |
|
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