AWM

Arista Wealth Management Portfolio holdings

AUM $813M
1-Year Est. Return 17.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.66%
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
+$5.2M
2
+$3.89M
3
+$3.02M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$2.73M

Top Sells

1
+$747K
2
+$384K
3
+$316K
4
WMT icon
Walmart Inc
WMT
+$310K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$296K

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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53
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54
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55
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56
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57
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58
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-10,000
59
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60
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-5,219
61
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-2,986
62
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-6,215
63
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-10,000
1 2
3