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
$380M
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$37.8M
3
+$31.2M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23.6M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$18.3M

Top Sells

1
+$914K
2
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$323K 0.09%
+3,661
52
$263K 0.07%
+4,906
53
$255K 0.07%
+6,215
54
$252K 0.07%
+4,243
55
$245K 0.06%
+47,128
56
$239K 0.06%
+5,219
57
$238K 0.06%
+1,175
58
$221K 0.06%
+1,413
59
$215K 0.06%
+426
60
$213K 0.06%
+1,161
61
$212K 0.06%
3,063
+7
62
$205K 0.05%
2,270
63
$202K 0.05%
+8,008
64
$200K 0.05%
+10,000
65
$13.7K ﹤0.01%
2,367
66
– –
-4,306
1 2
3