AWM
Arista Wealth Management Portfolio holdings
AUM
$723M
This Quarter Return
+0.23%
1 Year Return
+12.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$417M
AUM Growth
+$670K
(+0.16%)
Cap. Flow
+$1.28M
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
83.7%
Holding
73
New
2
Increased
23
Reduced
14
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.27% |
| 2 | Consumer Discretionary | 1.25% |
| 3 | Consumer Staples | 0.94% |
| 4 | Financials | 0.77% |
| 5 | Communication Services | 0.3% |
