AWM

Arista Wealth Management Portfolio holdings

AUM $813M
1-Year Est. Return 17.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13.5M
3
+$11.6M
4
JPM icon
JPMorgan Chase
JPM
+$9.72M
5
AAPL icon
Apple
AAPL
+$8.17M

Top Sells

1
+$201K
2
+$62.1K
3
+$24.7K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$16.8K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.59K

Sector Composition

1 Technology 10.2%
2 Financials 6.03%
3 Consumer Discretionary 3.71%
4 Consumer Staples 3.01%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.26%
+53,534
52
$1.82M 0.25%
+26,281
53
$1.78M 0.25%
+9,773
54
$1.75M 0.24%
10,965
+9,785
55
$1.74M 0.24%
+18,782
56
$1.72M 0.24%
+17,661
57
$1.71M 0.24%
+3,702
58
$1.68M 0.23%
+51,599
59
$1.61M 0.22%
+52,318
60
$1.6M 0.22%
23,840
61
$1.56M 0.22%
20,574
+4,042
62
$1.53M 0.21%
+63,031
63
$1.52M 0.21%
+3,924
64
$1.49M 0.21%
+9,747
65
$1.49M 0.21%
+1,976
66
$1.48M 0.21%
+10,216
67
$1.47M 0.2%
50,412
+41,790
68
$1.43M 0.2%
+4,882
69
$1.42M 0.2%
18,415
70
$1.38M 0.19%
+4,771
71
$1.36M 0.19%
+7,438
72
$1.35M 0.19%
+9,282
73
$1.34M 0.19%
+14,919
74
$1.34M 0.19%
9,348
+7,956
75
$1.31M 0.18%
3,076
+268
1 2
3
4 5