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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 | |
|---|---|---|---|---|---|---|
101
Morgan Stanley
MS
$342B
| $1.02M | 0.11% |
4,880
-2,997
| -38% | -$593K |
|
102
Corteva
CTVA
$57.3B
| $1.02M | 0.11% |
12,005
| – | – |
|
103
Vanguard Small-Cap ETF
VB
$80.1B
| $1,000K | 0.11% |
3,298
| – | – |
|
104
Gilead Sciences
GILD
$167B
| $998K | 0.11% |
7,898
+7
| +0.1% | +$922 |
|
105
Entergy
ETR
$53.2B
| $986K | 0.11% |
8,584
| – | – |
|
|
B
106
Barrick Mining
B
$58.2B
| $981K | 0.11% |
26,704
-1,396
| -5% | -$57.2K |
|
107
Capital One
COF
$131B
| $973K | 0.11% |
4,848
+1
| +0% | +$191 |
|
108
State Street Materials Select Sector SPDR ETF
XLB
$8.35B
| $962K | 0.1% |
18,922
| – | – |
|
109
Vanguard Russell 1000 Growth ETF
VONG
$44B
| $955K | 0.1% |
7,474
+19
| +0.3% | +$2.36K |
|
110
Oracle
ORCL
$364B
| $945K | 0.1% |
6,447
-3,969
| -38% | -$719K |
|
111
Intuitive Surgical
ISRG
$141B
| $943K | 0.1% |
2,371
-721
| -23% | -$315K |
|
112
Schwab US Mid-Cap ETF
SCHM
$14.6B
| $923K | 0.1% |
25,040
| – | – |
|
113
Intercontinental Exchange
ICE
$80.2B
| $916K | 0.1% |
7,438
| – | – |
|
114
iShares Russell 2000 Value ETF
IWN
$14.5B
| $913K | 0.1% |
4,126
-774
| -16% | -$162K |
|
115
FirstCash
FCFS
$9.39B
| $907K | 0.1% |
4,193
+56
| +1% | +$12.2K |
|
116
TD Synnex
SNX
$19.5B
| $879K | 0.09% |
3,288
| – | – |
|
117
Vanguard Large-Cap ETF
VV
$52.8B
| $876K | 0.09% |
2,546
| – | – |
|
118
Avantis US Equity ETF
AVUS
$13.9B
| $859K | 0.09% |
6,708
-45
| -0.7% | -$5.54K |
|
119
Merck
MRK
$316B
| $842K | 0.09% |
6,551
-55
| -0.8% | -$6.44K |
|
120
Citigroup
C
$222B
| $837K | 0.09% |
5,980
-3,913
| -40% | -$509K |
|
121
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
| $836K | 0.09% |
10,097
| – | – |
|
122
APi Group
APG
$17.6B
| $810K | 0.09% |
19,125
+270
| +1% | +$11.8K |
|
123
Applovin
APP
$148B
| $807K | 0.09% |
1,567
| – | – |
|
124
VSE Corp
VSEC
$5.55B
| $792K | 0.09% |
3,464
+55
| +2% | +$10.6K |
|
125
Allstate
ALL
$61.9B
| $791K | 0.09% |
3,324
-2,150
| -39% | -$467K |
|
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