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
76
$1.28M 0.18%
+5,510
77
$1.26M 0.17%
+12,301
78
$1.26M 0.17%
+7,389
79
$1.26M 0.17%
+11,336
80
$1.25M 0.17%
+5,362
81
$1.24M 0.17%
+16,541
82
$1.23M 0.17%
+4,630
83
$1.22M 0.17%
+41,683
84
$1.22M 0.17%
+5,749
85
$1.19M 0.16%
+9,713
86
$1.18M 0.16%
+39,954
87
$1.17M 0.16%
+2,879
88
$1.15M 0.16%
11,361
+7,765
89
$1.13M 0.16%
14,133
+9,874
90
$1.13M 0.16%
+5,401
91
$1.12M 0.16%
2,306
+362
92
$1.11M 0.15%
+21,801
93
$1.07M 0.15%
+4,389
94
$1.02M 0.14%
4,651
+376
95
$1,000K 0.14%
+15,916
96
$961K 0.13%
+4,780
97
$917K 0.13%
+10,275
98
$881K 0.12%
+15,019
99
$861K 0.12%
+10,882
100
$846K 0.12%
+23,693
2 3
4
5 6