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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$25.8M
3
+$22.2M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$9.49M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$7.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.33%
2 Consumer Discretionary 1.19%
3 Financials 1.04%
4 Consumer Staples 0.95%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.18%
+3,006
52
$284K 0.18%
+3,661
53
$280K 0.18%
+4,772
54
$271K 0.17%
+1,093
55
$271K 0.17%
+1,835
56
$264K 0.17%
+17,682
57
$247K 0.16%
+1,912
58
$231K 0.15%
+42,096
59
$226K 0.14%
+1,260
60
$216K 0.14%
+10,000
61
$213K 0.13%
+6,215
62
$203K 0.13%
+1,838
63
$196K 0.12%
+9,847
64
$3.69K ﹤0.01%
+10,000
1 2
3