AWM

Arista Wealth Management Portfolio holdings

AUM $723M
1-Year Est. Return 12.71%
This Quarter Est. Return
1 Year Est. Return
+12.71%
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
+$21.6M
2
+$14.5M
3
+$11M
4
GBFH
GBank Financial Holdings
GBFH
+$10.5M
5
NVDA icon
NVIDIA
NVDA
+$9.76M

Top Sells

1
+$214K
2
+$66.3K
3
+$24.9K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$17K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.73K

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
HON icon
76
Honeywell
HON
$130B
$1.28M 0.18%
+5,510
IRM icon
77
Iron Mountain
IRM
$31.5B
$1.26M 0.17%
+12,301
MTZ icon
78
MasTec
MTZ
$16.4B
$1.26M 0.17%
+7,389
GILD icon
79
Gilead Sciences
GILD
$148B
$1.26M 0.17%
+11,336
AIT icon
80
Applied Industrial Technologies
AIT
$9.34B
$1.25M 0.17%
+5,362
EWJ icon
81
iShares MSCI Japan ETF
EWJ
$15.9B
$1.24M 0.17%
+16,541
HLT icon
82
Hilton Worldwide
HLT
$61.6B
$1.23M 0.17%
+4,630
DFAX icon
83
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.64B
$1.22M 0.17%
+41,683
COF icon
84
Capital One
COF
$134B
$1.22M 0.17%
+5,749
DELL icon
85
Dell
DELL
$105B
$1.19M 0.16%
+9,713
PRMB
86
Primo Brands
PRMB
$8.38B
$1.18M 0.16%
+39,954
TMO icon
87
Thermo Fisher Scientific
TMO
$204B
$1.17M 0.16%
+2,879
AVUS icon
88
Avantis US Equity ETF
AVUS
$9.74B
$1.15M 0.16%
11,361
+7,765
WFC icon
89
Wells Fargo
WFC
$276B
$1.13M 0.16%
14,133
+9,874
WAB icon
90
Wabtec
WAB
$33.7B
$1.13M 0.16%
+5,401
BRK.B icon
91
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.12M 0.15%
2,306
+362
ICSH icon
92
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.39B
$1.11M 0.15%
+21,801
TTWO icon
93
Take-Two Interactive
TTWO
$48.3B
$1.07M 0.15%
+4,389
ORCL icon
94
Oracle
ORCL
$878B
$1.02M 0.14%
4,651
+376
WMB icon
95
Williams Companies
WMB
$77.5B
$1,000K 0.14%
+15,916
TRI icon
96
Thomson Reuters
TRI
$71.3B
$961K 0.13%
+4,780
COHR icon
97
Coherent
COHR
$18.1B
$917K 0.13%
+10,275
MO icon
98
Altria Group
MO
$108B
$881K 0.12%
+15,019
MRK icon
99
Merck
MRK
$212B
$861K 0.12%
+10,882
CMCSA icon
100
Comcast
CMCSA
$109B
$846K 0.12%
+23,693
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4
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