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
$417M
AUM Growth
+$670K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$877K
3
+$806K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$415K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$357K

Top Sells

1
+$645K
2
+$630K
3
+$563K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$502K
5
RXST icon
RxSight
RXST
+$258K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$300K 0.07%
6,215
52
$299K 0.07%
4,259
53
$285K 0.07%
1,499
-123
54
$282K 0.07%
1,175
55
$279K 0.07%
11,997
-175
56
$256K 0.06%
4,906
57
$254K 0.06%
47,128
58
$249K 0.06%
426
-32
59
$245K 0.06%
3,664
+153
60
$238K 0.06%
5,219
61
$235K 0.06%
10,000
62
$229K 0.05%
+1,706
63
$223K 0.05%
3,087
+24
64
$223K 0.05%
8,008
65
$220K 0.05%
2,270
66
$211K 0.05%
1,828
67
$208K 0.05%
1,437
+11
68
– –
-3,913
69
– –
-2,367
70
– –
-1,180
71
– –
-5,220
72
– –
-10,232
73
– –
-2,364
1 2
3