AWM
Arista Wealth Management Portfolio holdings
AUM
$723M
1-Year Return
12.71%
This Quarter Return
+2.2%
1 Year Return
+12.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$380M
AUM Growth
+$249M
(+190%)
Cap. Flow
+$247M
Cap. Flow
% of AUM
64.97%
Top 10 Holdings %
Top 10 Hldgs %
83.04%
Holding
66
New
31
Increased
27
Reduced
1
Closed
1
Top Buys
Top Sells
| 1 |
Dimensional US Real Estate ETF
DFAR
|
$914K |
| 2 |
Avantis US Small Cap Equity ETF
AVSC
|
$225K |
Sector Composition
| 1 | Technology | 3.08% |
| 2 | Consumer Discretionary | 0.97% |
| 3 | Consumer Staples | 0.87% |
| 4 | Financials | 0.64% |
| 5 | Communication Services | 0.29% |
