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
$416M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.59M
3
+$2.47M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.99M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.54M

Top Sells

1
+$465K
2
+$341K
3
+$300K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$129K
5
VEU icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$312K 0.07%
12,172
-11,709
52
$282K 0.07%
6,215
53
$282K 0.07%
4,906
54
$271K 0.07%
1,622
+461
55
$262K 0.06%
458
+32
56
$259K 0.06%
47,128
57
$258K 0.06%
+5,220
58
$248K 0.06%
1,175
59
$244K 0.06%
5,219
60
$241K 0.06%
4,259
+16
61
$233K 0.06%
10,000
62
$231K 0.06%
+3,511
63
$226K 0.05%
3,063
64
$216K 0.05%
2,270
65
$214K 0.05%
+1,828
66
$211K 0.05%
+3,913
67
$210K 0.05%
1,426
+13
68
$209K 0.05%
+2,364
69
$209K 0.05%
8,008
70
$204K 0.05%
+1,180
71
$8.52K ﹤0.01%
2,367
72
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