AWM

Arista Wealth Management Portfolio holdings

AUM $723M
1-Year Est. Return 12.71%
This Quarter Est. Return
1 Year Est. Return
+12.71%
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
CTVA icon
126
Corteva
CTVA
$41.4B
$624K 0.09%
+8,369
KMB icon
127
Kimberly-Clark
KMB
$39.7B
$621K 0.09%
+4,815
NXPI icon
128
NXP Semiconductors
NXPI
$54.8B
$614K 0.08%
+2,809
DIS icon
129
Walt Disney
DIS
$198B
$613K 0.08%
+4,946
YUM icon
130
Yum! Brands
YUM
$39.8B
$609K 0.08%
+4,110
IEMG icon
131
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$606K 0.08%
10,097
+5,025
DD icon
132
DuPont de Nemours
DD
$32.7B
$603K 0.08%
+8,785
EPD icon
133
Enterprise Products Partners
EPD
$65.5B
$598K 0.08%
+19,300
PANW icon
134
Palo Alto Networks
PANW
$139B
$596K 0.08%
+2,910
SMCI icon
135
Super Micro Computer
SMCI
$32B
$594K 0.08%
+12,110
CVNA icon
136
Carvana
CVNA
$47.6B
$590K 0.08%
+1,752
CL icon
137
Colgate-Palmolive
CL
$63.1B
$571K 0.08%
+6,280
GD icon
138
General Dynamics
GD
$88.9B
$563K 0.08%
1,931
+784
CNC icon
139
Centene
CNC
$17.5B
$562K 0.08%
+10,353
ELV icon
140
Elevance Health
ELV
$78.4B
$537K 0.07%
+1,380
AEP icon
141
American Electric Power
AEP
$62.9B
$532K 0.07%
+5,125
DFAT icon
142
Dimensional US Targeted Value ETF
DFAT
$11.3B
$520K 0.07%
9,636
ZTS icon
143
Zoetis
ZTS
$63.5B
$503K 0.07%
+3,228
ING icon
144
ING
ING
$71.4B
$496K 0.07%
+22,686
VWO icon
145
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$496K 0.07%
10,031
-1,340
HYDB icon
146
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
$495K 0.07%
+10,425
VLO icon
147
Valero Energy
VLO
$48.6B
$479K 0.07%
+3,562
MET icon
148
MetLife
MET
$51.8B
$470K 0.07%
+5,843
ZIM icon
149
ZIM Integrated Shipping Services
ZIM
$1.6B
$468K 0.06%
+29,100
PEP icon
150
PepsiCo
PEP
$209B
$464K 0.06%
+3,513