AWM
Arista Wealth Management Portfolio holdings
AUM
$723M
This Quarter Return
+4.82%
1 Year Return
+12.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$183M
AUM Growth
+$183M
(+16%)
Cap. Flow
+$18.1M
Cap. Flow
% of AUM
9.85%
Top 10 Holdings %
Top 10 Hldgs %
74.31%
Holding
66
New
2
Increased
20
Reduced
27
Closed
4
Top Buys
Top Sells
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$4.76M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$3.51M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$3.36M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$1.99M |
| 5 |
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% |
