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
151
$463K 0.06%
+10,004
152
$459K 0.06%
4,772
153
$459K 0.06%
+4,456
154
$453K 0.06%
19,251
+9,251
155
$446K 0.06%
+3,288
156
$445K 0.06%
+6,961
157
$439K 0.06%
12,172
158
$428K 0.06%
+2,629
159
$427K 0.06%
+2,424
160
$422K 0.06%
10,570
161
$417K 0.06%
+22,500
162
$410K 0.06%
2,777
163
$409K 0.06%
+5,500
164
$406K 0.06%
3,740
165
$401K 0.06%
+12,580
166
$398K 0.06%
+8,400
167
$398K 0.06%
+2,496
168
$397K 0.05%
+813
169
$381K 0.05%
+7,890
170
$376K 0.05%
+7,306
171
$372K 0.05%
+3,761
172
$371K 0.05%
+17,000
173
$370K 0.05%
+7,521
174
$360K 0.05%
+4,540
175
$358K 0.05%
+2,606
5 6
7
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