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
$413M
AUM Growth
-$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.05M
3
+$2.02M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$586K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$548K

Top Sells

1
+$245K
2
+$223K
3
+$211K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$78.9K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$78.9K

Sector Composition

1 Technology 2.99%
2 Consumer Staples 1.1%
3 Consumer Discretionary 1.08%
4 Financials 0.82%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$315K 0.08%
3,661
52
$313K 0.08%
1,147
+6
53
$310K 0.08%
6,215
54
$306K 0.07%
4,259
55
$288K 0.07%
1,175
56
$274K 0.07%
5,072
+166
57
$270K 0.07%
11,353
-644
58
$267K 0.06%
2,464
+758
59
$260K 0.06%
47,128
60
$246K 0.06%
426
61
$235K 0.06%
5,219
62
$233K 0.06%
1,392
-45
63
$217K 0.05%
10,000
64
$216K 0.05%
8,622
+614
65
$201K 0.05%
+1,180
66
– –
-3,087
67
– –
-3,664
68
– –
-1,828
1 2
3