AWM

Arista Wealth Management Portfolio holdings

AUM $723M
1-Year Est. Return 12.71%
This Quarter Est. Return
1 Year Est. Return
+12.71%
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
+$21.6M
2
+$14.5M
3
+$11M
4
GBFH
GBank Financial Holdings
GBFH
+$10.5M
5
NVDA icon
NVIDIA
NVDA
+$9.76M

Top Sells

1
+$214K
2
+$66.3K
3
+$24.9K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$17K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.73K

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
SDVY icon
51
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.72B
$1.89M 0.26%
+53,534
CSCO icon
52
Cisco
CSCO
$275B
$1.82M 0.25%
+26,281
PM icon
53
Philip Morris
PM
$245B
$1.78M 0.25%
+9,773
PG icon
54
Procter & Gamble
PG
$350B
$1.75M 0.24%
10,965
+9,785
CRDO icon
55
Credo Technology Group
CRDO
$23.4B
$1.74M 0.24%
+18,782
LRCX icon
56
Lam Research
LRCX
$181B
$1.72M 0.24%
+17,661
LMT icon
57
Lockheed Martin
LMT
$116B
$1.71M 0.24%
+3,702
CSX icon
58
CSX Corp
CSX
$68.1B
$1.68M 0.23%
+51,599
PFF icon
59
iShares Preferred and Income Securities ETF
PFF
$14.6B
$1.61M 0.22%
+52,318
DFUS icon
60
Dimensional US Equity ETF
DFUS
$17.1B
$1.6M 0.22%
23,840
IDEV icon
61
iShares Core MSCI International Developed Markets ETF
IDEV
$22.5B
$1.56M 0.22%
20,574
+4,042
PFE icon
62
Pfizer
PFE
$139B
$1.53M 0.21%
+63,031
ADBE icon
63
Adobe
ADBE
$140B
$1.52M 0.21%
+3,924
JNJ icon
64
Johnson & Johnson
JNJ
$463B
$1.49M 0.21%
+9,747
URI icon
65
United Rentals
URI
$65.7B
$1.49M 0.21%
+1,976
LRN icon
66
Stride
LRN
$6.34B
$1.48M 0.21%
+10,216
SCHG icon
67
Schwab US Large-Cap Growth ETF
SCHG
$52B
$1.47M 0.2%
50,412
+41,790
MCD icon
68
McDonald's
MCD
$219B
$1.43M 0.2%
+4,882
IXUS icon
69
iShares Core MSCI Total International Stock ETF
IXUS
$50.4B
$1.42M 0.2%
18,415
CB icon
70
Chubb
CB
$106B
$1.38M 0.19%
+4,771
ICE icon
71
Intercontinental Exchange
ICE
$89B
$1.36M 0.19%
+7,438
PAYX icon
72
Paychex
PAYX
$45.8B
$1.35M 0.19%
+9,282
COP icon
73
ConocoPhillips
COP
$110B
$1.34M 0.19%
+14,919
CVX icon
74
Chevron
CVX
$308B
$1.34M 0.19%
9,348
+7,956
IWF icon
75
iShares Russell 1000 Growth ETF
IWF
$123B
$1.31M 0.18%
3,076
+268
1 2
3
4 5