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
101
$841K 0.12%
2,646
+475
102
$831K 0.11%
18,922
+11,600
103
$813K 0.11%
4,586
+2,412
104
$807K 0.11%
+3,390
105
$801K 0.11%
+5,962
106
$786K 0.11%
3,316
107
$781K 0.11%
+1,438
108
$778K 0.11%
+17,989
109
$776K 0.11%
+5,744
110
$762K 0.11%
+8,163
111
$758K 0.1%
+4,804
112
$743K 0.1%
5,868
113
$726K 0.1%
+2,546
114
$714K 0.1%
+8,584
115
$713K 0.1%
7,825
+1,767
116
$704K 0.1%
5,000
+400
117
$690K 0.1%
+3,958
118
$689K 0.1%
+14,004
119
$689K 0.1%
+1,967
120
$674K 0.09%
24,042
121
$669K 0.09%
+3,387
122
$653K 0.09%
+9,342
123
$650K 0.09%
+6,356
124
$645K 0.09%
+7,532
125
$644K 0.09%
+21,901
3 4
5
6 7