AWM
Arista Wealth Management Portfolio holdings
AUM
$723M
1-Year Return
12.71%
This Quarter Return
+5.29%
1 Year Return
+12.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$416M
AUM Growth
+$36.3M
(+9.6%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
3.94%
Top 10 Holdings %
Top 10 Hldgs %
83.35%
Holding
72
New
7
Increased
31
Reduced
8
Closed
1
Top Buys
Top Sells
| 1 |
Elevance Health
ELV
|
$465K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$341K |
| 3 |
Dimensional US Real Estate ETF
DFAR
|
$300K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$129K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$76.1K |
Sector Composition
| 1 | Technology | 3.09% |
| 2 | Consumer Staples | 0.94% |
| 3 | Consumer Discretionary | 0.87% |
| 4 | Financials | 0.7% |
| 5 | Communication Services | 0.28% |
