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
$131M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$1.71M
3
+$1.11M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$653K
5
VB icon
Vanguard Small-Cap ETF
VB
+$502K

Top Sells

1
+$38M
2
+$20.1M
3
+$18.6M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$17.2M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$14M

Sector Composition

1 Technology 2.58%
2 Consumer Discretionary 1.61%
3 Consumer Staples 0.68%
4 Financials 0.25%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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52
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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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-2,934
59
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60
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-1,870
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