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
BMY icon
151
Bristol-Myers Squibb
BMY
$88.3B
$463K 0.06%
+10,004
LNW icon
152
Light & Wonder
LNW
$6.42B
$459K 0.06%
4,772
DECK icon
153
Deckers Outdoor
DECK
$14.7B
$459K 0.06%
+4,456
RF icon
154
Regions Financial
RF
$20.8B
$453K 0.06%
19,251
+9,251
SNX icon
155
TD Synnex
SNX
$12.6B
$446K 0.06%
+3,288
DGRO icon
156
iShares Core Dividend Growth ETF
DGRO
$35.1B
$445K 0.06%
+6,961
SPFI icon
157
South Plains Financial
SPFI
$596M
$439K 0.06%
12,172
STZ icon
158
Constellation Brands
STZ
$24.4B
$428K 0.06%
+2,629
THC icon
159
Tenet Healthcare
THC
$17.6B
$427K 0.06%
+2,424
JNPR
160
DELISTED
Juniper Networks
JNPR
$422K 0.06%
10,570
VSCO icon
161
Victoria's Secret
VSCO
$2.42B
$417K 0.06%
+22,500
XLI icon
162
Industrial Select Sector SPDR Fund
XLI
$23.4B
$410K 0.06%
2,777
PYPL icon
163
PayPal
PYPL
$63.1B
$409K 0.06%
+5,500
XLY icon
164
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.8B
$406K 0.06%
1,870
ZECP icon
165
Zacks Earnings Consistent Portfolio ETF
ZECP
$252M
$401K 0.06%
+12,580
BTI icon
166
British American Tobacco
BTI
$111B
$398K 0.06%
+8,400
QCOM icon
167
Qualcomm
QCOM
$177B
$398K 0.06%
+2,496
CW icon
168
Curtiss-Wright
CW
$20.7B
$397K 0.05%
+813
SNY icon
169
Sanofi
SNY
$122B
$381K 0.05%
+7,890
MPLX icon
170
MPLX
MPLX
$49.5B
$376K 0.05%
+7,306
OTIS icon
171
Otis Worldwide
OTIS
$35.6B
$372K 0.05%
+3,761
GAP
172
The Gap Inc
GAP
$7.66B
$371K 0.05%
+17,000
DAL icon
173
Delta Air Lines
DAL
$39.4B
$370K 0.05%
+7,521
CP icon
174
Canadian Pacific Kansas City
CP
$69.3B
$360K 0.05%
+4,540
FANG icon
175
Diamondback Energy
FANG
$40.4B
$358K 0.05%
+2,606
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