AWM

Arista Wealth Management Portfolio holdings

AUM $804M
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
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
TSLA icon
101
Tesla
TSLA
$1.34T
$841K 0.12%
2,646
+475
XLB icon
102
Materials Select Sector SPDR Fund
XLB
$5.36B
$831K 0.11%
9,461
+5,800
GOOG icon
103
Alphabet (Google) Class C
GOOG
$3.34T
$813K 0.11%
4,586
+2,412
ADI icon
104
Analog Devices
ADI
$117B
$807K 0.11%
+3,390
DDOG icon
105
Datadog
DDOG
$64.9B
$801K 0.11%
+5,962
VB icon
106
Vanguard Small-Cap ETF
VB
$66.1B
$786K 0.11%
3,316
ISRG icon
107
Intuitive Surgical
ISRG
$200B
$781K 0.11%
+1,438
VZ icon
108
Verizon
VZ
$173B
$778K 0.11%
+17,989
ITOT icon
109
iShares Core S&P Total US Stock Market ETF
ITOT
$78.2B
$776K 0.11%
+5,744
UBER icon
110
Uber
UBER
$190B
$762K 0.11%
+8,163
IWN icon
111
iShares Russell 2000 Value ETF
IWN
$11.8B
$758K 0.1%
+4,804
XLK icon
112
Technology Select Sector SPDR Fund
XLK
$94.7B
$743K 0.1%
2,934
VV icon
113
Vanguard Large-Cap ETF
VV
$46.5B
$726K 0.1%
+2,546
ETR icon
114
Entergy
ETR
$42.4B
$714K 0.1%
+8,584
AVUV icon
115
Avantis US Small Cap Value ETF
AVUV
$18.1B
$713K 0.1%
7,825
+1,767
MS icon
116
Morgan Stanley
MS
$263B
$704K 0.1%
5,000
+400
DLR icon
117
Digital Realty Trust
DLR
$54.3B
$690K 0.1%
+3,958
GM icon
118
General Motors
GM
$67.1B
$689K 0.1%
+14,004
APP icon
119
Applovin
APP
$188B
$689K 0.1%
+1,967
SCHM icon
120
Schwab US Mid-Cap ETF
SCHM
$13.3B
$674K 0.09%
24,042
DHR icon
121
Danaher
DHR
$156B
$669K 0.09%
+3,387
AZN icon
122
AstraZeneca
AZN
$276B
$653K 0.09%
+9,342
ANET icon
123
Arista Networks
ANET
$165B
$650K 0.09%
+6,356
AIG icon
124
American International
AIG
$42.3B
$645K 0.09%
+7,532
KMI icon
125
Kinder Morgan
KMI
$59.8B
$644K 0.09%
+21,901
3 4
5
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