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
$255M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.8M
3
+$3M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.9M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$2.62M

Top Sells

1
+$747K
2
+$376K
3
+$316K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$311K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$289K

Sector Composition

1 Technology 2.71%
2 Consumer Discretionary 1.07%
3 Consumer Staples 0.57%
4 Financials 0.39%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$193K 0.08%
9,847
52
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-949
53
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-6,215
54
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-10,000
55
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-1,278
56
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57
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-32,747
58
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-7,225
59
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60
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-10,000
61
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-4,961
62
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63
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-2,986
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3