AWM

Arista Wealth Management Portfolio holdings

AUM $723M
1-Year Est. Return 12.71%
This Quarter Est. Return
1 Year Est. Return
+12.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$4.19M
3
+$1.02M
4
GD icon
General Dynamics
GD
+$290K
5
BA icon
Boeing
BA
+$259K

Top Sells

1
+$7.24M
2
+$4.46M
3
+$2.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.17M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.78M

Sector Composition

1 Technology 2.91%
2 Consumer Discretionary 1.14%
3 Consumer Staples 0.6%
4 Financials 0.58%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.09%
+6,215
52
$222K 0.08%
+1,040
53
$220K 0.08%
+4,306
54
$194K 0.07%
+10,000
55
– –
-24,655
56
– –
-25,066
57
– –
-12,989
58
– –
-8,114
59
– –
-2,317
1 2
3