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
$183M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.27M
3
+$6.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$4.8M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$3.86M

Top Sells

1
+$4.76M
2
+$3.51M
3
+$3.36M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.99M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.87M

Sector Composition

1 Technology 3.48%
2 Consumer Discretionary 1.27%
3 Financials 0.88%
4 Consumer Staples 0.88%
5 Healthcare 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$282K 0.15%
17,682
52
$280K 0.15%
1,870
-42
53
$275K 0.15%
3,408
-890
54
$255K 0.14%
2,322
+484
55
$251K 0.14%
1,099
+6
56
$248K 0.14%
43,278
+1,182
57
$244K 0.13%
5,219
-1,547
58
$208K 0.11%
1,277
+17
59
$202K 0.11%
+952
60
$186K 0.1%
10,000
61
$171K 0.09%
9,847
62
$7.5K ﹤0.01%
10,000
63
– –
-3,993
64
– –
-8,944
65
– –
-3,047
66
– –
-6,215
1 2
3