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
126
$624K 0.09%
+8,369
127
$621K 0.09%
+4,815
128
$614K 0.08%
+2,809
129
$613K 0.08%
+4,946
130
$609K 0.08%
+4,110
131
$606K 0.08%
10,097
+5,025
132
$603K 0.08%
+20,996
133
$598K 0.08%
+19,300
134
$596K 0.08%
+2,910
135
$594K 0.08%
+12,110
136
$590K 0.08%
+1,752
137
$571K 0.08%
+6,280
138
$563K 0.08%
1,931
+784
139
$562K 0.08%
+10,353
140
$537K 0.07%
+1,380
141
$532K 0.07%
+5,125
142
$520K 0.07%
9,636
143
$503K 0.07%
+3,228
144
$496K 0.07%
+22,686
145
$496K 0.07%
10,031
-1,340
146
$495K 0.07%
+10,425
147
$479K 0.07%
+3,562
148
$470K 0.07%
+5,843
149
$468K 0.06%
+29,100
150
$464K 0.06%
+3,513
4 5
6
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