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
$813M
AUM Growth
+$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.35M
3
+$2.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.08M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.95M

Top Sells

1
+$2.41M
2
+$1.82M
3
+$1.43M
4
AMZN icon
Amazon
AMZN
+$1.34M
5
COST icon
Costco
COST
+$1.01M

Sector Composition

1 Technology 10.05%
2 Financials 5.69%
3 Industrials 2.77%
4 Consumer Discretionary 2.76%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MET icon
151
MetLife
MET
$48B
$435K 0.05%
5,514
+17
ABT icon
152
Abbott
ABT
$198B
$433K 0.05%
+3,457
WDC icon
153
Western Digital
WDC
$91.6B
$432K 0.05%
2,506
-500
XLI icon
154
State Street Industrial Select Sector SPDR ETF
XLI
$32.1B
$431K 0.05%
2,777
CCL icon
155
Carnival Corp
CCL
$40.3B
$414K 0.05%
13,544
-3,550
NCLH icon
156
Norwegian Cruise Line
NCLH
$10.1B
$408K 0.05%
18,300
BMY icon
157
Bristol-Myers Squibb
BMY
$127B
$403K 0.05%
7,463
-6,190
AMD icon
158
Advanced Micro Devices
AMD
$324B
$398K 0.05%
1,859
-96
UNH icon
159
UnitedHealth
UNH
$267B
$397K 0.05%
+1,204
HAL icon
160
Halliburton
HAL
$30.1B
$396K 0.05%
14,000
+4,000
MO icon
161
Altria Group
MO
$115B
$395K 0.05%
6,846
-7,848
MPLX icon
162
MPLX
MPLX
$60B
$390K 0.05%
7,306
LOCT icon
163
Innovator Premium Income 15 Buffer ETF October
LOCT
$13.7M
$387K 0.05%
+16,224
APP icon
164
Applovin
APP
$146B
$382K 0.05%
567
-700
SMCI icon
165
Super Micro Computer
SMCI
$19.1B
$381K 0.05%
13,000
+890
NET icon
166
Cloudflare
NET
$63.7B
$379K 0.05%
+1,923
ON icon
167
ON Semiconductor
ON
$26.2B
$379K 0.05%
7,000
IWD icon
168
iShares Russell 1000 Value ETF
IWD
$70.8B
$374K 0.05%
1,780
+730
GWRE icon
169
Guidewire Software
GWRE
$12.4B
$371K 0.05%
+1,845
TOST icon
170
Toast
TOST
$16.2B
$367K 0.05%
+10,331
SNY icon
171
Sanofi
SNY
$115B
$364K 0.04%
7,520
-370
IONQ icon
172
IonQ
IONQ
$13.8B
$361K 0.04%
+8,043
ZECP icon
173
Zacks Earnings Consistent Portfolio ETF
ZECP
$309M
$361K 0.04%
10,373
-1,255
CRDO icon
174
Credo Technology Group
CRDO
$20.6B
$360K 0.04%
2,503
-15,684
C icon
175
Citigroup
C
$195B
$360K 0.04%
+3,085
5 6
7
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