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
$241M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$20.1M
3
+$15.9M
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$9.68M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$7.23M

Top Sells

1
+$16.5M
2
+$15.8M
3
+$4.29M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.65M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.42M

Sector Composition

1 Technology 3.08%
2 Consumer Discretionary 1.28%
3 Financials 0.8%
4 Consumer Staples 0.76%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$258K 0.11%
44,477
+1,199
52
$250K 0.1%
2,986
-31,760
53
$248K 0.1%
2,314
-8
54
$241K 0.1%
5,219
55
$238K 0.1%
1,106
+7
56
$230K 0.1%
+7,225
57
$210K 0.09%
+6,215
58
$201K 0.08%
1,278
+1
59
$200K 0.08%
949
-3
60
$178K 0.07%
10,000
61
$160K 0.07%
9,847
62
$9.6K ﹤0.01%
10,000
63
– –
-87,677
64
– –
-17,682
65
– –
-18,089
1 2
3