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AWM
Arista Wealth Management Portfolio holdings
AUM
$927M
1-Year Est. Return
24.58%
This Fund
S&P 500
This Quarter
Est. Return
+14.75%
1 Year Est. Return
+24.58%
3 Year Est. Return
+60.05%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$927M
AUM Growth
+$105M
(+13%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
55%
Holding
295
New
42
Increased
75
Reduced
67
Closed
29
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$2M |
| 2 |
Advanced Micro Devices
AMD
|
+$1.05M |
| 3 |
Innovator Premium Income 30 Barrier ETF April
APRJ
|
+$997K |
| 4 |
Micron Technology
MU
|
+$828K |
| 5 |
Seagate
STX
|
+$784K |
Sector Composition
| 1 | Technology | 11.09% |
| 2 | Financials | 5.16% |
| 3 | Healthcare | 2.85% |
| 4 | Industrials | 2.73% |
| 5 | Consumer Discretionary | 2.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Monolithic Power Systems
MPWR
$63.5B
| $1.53M | 0.17% |
1,106
-192
| -15% | -$288K |
|
77
iShares Russell 1000 Growth ETF
IWF
$126B
| $1.53M | 0.16% |
12,304
| – | – |
|
78
iShares Core MSCI International Developed Markets ETF
IDEV
$30.9B
| $1.49M | 0.16% |
16,767
-4,039
| -19% | -$358K |
|
79
Home Depot
HD
$346B
| $1.44M | 0.16% |
4,085
-41
| -1% | -$13.3K |
|
80
Thermo Fisher Scientific
TMO
$200B
| $1.43M | 0.15% |
2,858
-1,012
| -26% | -$486K |
|
81
General Motors
GM
$69.2B
| $1.43M | 0.15% |
18,560
| – | – |
|
82
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.42M | 0.15% |
2,843
+364
| +15% | +$175K |
|
83
Intel
INTC
$484B
| $1.39M | 0.15% |
9,935
+3,607
| +57% | +$365K |
|
84
Procter & Gamble
PG
$351B
| $1.38M | 0.15% |
9,430
-1,078
| -10% | -$157K |
|
85
Stride
LRN
$3.8B
| $1.38M | 0.15% |
15,987
-1,471
| -8% | -$135K |
|
86
Valero Energy
VLO
$89B
| $1.35M | 0.15% |
5,167
+1,605
| +45% | +$395K |
|
87
ConocoPhillips
COP
$137B
| $1.31M | 0.14% |
12,630
+553
| +5% | +$65.5K |
|
88
Wells Fargo
WFC
$267B
| $1.31M | 0.14% |
15,791
-4,202
| -21% | -$338K |
|
89
Carpenter Technology
CRS
$27.6B
| $1.27M | 0.14% |
2,059
+16
| +0.8% | +$7.53K |
|
90
McDonald's
MCD
$193B
| $1.26M | 0.14% |
4,659
+4
| +0.1% | +$1.15K |
|
91
Williams Companies
WMB
$91.3B
| $1.18M | 0.13% |
15,883
| – | – |
|
92
Palo Alto Networks
PANW
$286B
| $1.18M | 0.13% |
3,452
+2
| +0.1% | +$458 |
|
93
Amkor Technology
AMKR
$15.5B
| $1.18M | 0.13% |
13,642
+157
| +1% | +$11.2K |
|
94
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.43B
| $1.16M | 0.13% |
29,258
-83
| -0.3% | -$3.36K |
|
95
ATI
ATI
$25.1B
| $1.13M | 0.12% |
5,753
-3,468
| -38% | -$588K |
|
96
Spotify
SPOT
$98.4B
| $1.12M | 0.12% |
2,439
+933
| +62% | +$445K |
|
97
State Street Technology Select Sector SPDR ETF
XLK
$115B
| $1.11M | 0.12% |
5,814
| – | – |
|
98
Take-Two Interactive
TTWO
$45B
| $1.1M | 0.12% |
4,389
-3
| -0.1% | -$662 |
|
99
McKesson
MCK
$98.2B
| $1.09M | 0.12% |
1,446
+14
| +1% | +$11.1K |
|
100
Avantis All Equity Markets ETF
AVGE
$1.06B
| $1.09M | 0.12% |
+10,998
| New | +$1.06M |
|
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