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AWM
Arista Wealth Management Portfolio holdings
AUM
$927M
1-Year Est. Return
24.58%
This Fund
S&P 500
This Quarter
Est. Return
+14.75%
1 Year Est. Return
+24.58%
3 Year Est. Return
+60.05%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$927M
AUM Growth
+$105M
(+13%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
55%
Holding
295
New
42
Increased
75
Reduced
67
Closed
29
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$2M |
| 2 |
Advanced Micro Devices
AMD
|
+$1.05M |
| 3 |
Innovator Premium Income 30 Barrier ETF April
APRJ
|
+$997K |
| 4 |
Micron Technology
MU
|
+$828K |
| 5 |
Seagate
STX
|
+$784K |
Sector Composition
| 1 | Technology | 11.09% |
| 2 | Financials | 5.16% |
| 3 | Healthcare | 2.85% |
| 4 | Industrials | 2.73% |
| 5 | Consumer Discretionary | 2.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SNDK
176
Sandisk
SNDK
$209B
| $457K | 0.05% |
+201
| New | +$287K |
|
177
PepsiCo
PEP
$190B
| $454K | 0.05% |
3,353
+9
| +0.3% | +$1.35K |
|
178
Tenet Healthcare
THC
$17.2B
| $452K | 0.05% |
2,418
| – | – |
|
179
Synopsys
SNPS
$79.9B
| $446K | 0.05% |
+1,000
| New | +$470K |
|
180
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.7B
| $439K | 0.05% |
3,740
| – | – |
|
181
Bristol-Myers Squibb
BMY
$124B
| $437K | 0.05% |
7,585
+4
| +0.1% | +$230 |
|
182
Plains GP Holdings
PAGP
$5.04B
| $426K | 0.05% |
17,562
| – | – |
|
183
Kinross Gold
KGC
$27.4B
| $425K | 0.05% |
18,000
| – | – |
|
|
XYZ
184
Block Inc
XYZ
$48.5B
| $418K | 0.05% |
+5,500
| New | +$387K |
|
185
Uber
UBER
$151B
| $415K | 0.04% |
5,745
+3
| +0.1% | +$220 |
|
186
FTAI Aviation
FTAI
$20.9B
| $414K | 0.04% |
1,530
| – | – |
|
187
MPLX
MPLX
$58B
| $412K | 0.04% |
7,306
| – | – |
|
188
Dover
DOV
$29.3B
| $411K | 0.04% |
1,834
| – | – |
|
189
TC Energy
TRP
$72.8B
| $411K | 0.04% |
6,200
| – | – |
|
190
Carnival Corporation Ltd
CCL
$36.8B
| $407K | 0.04% |
14,244
+718
| +5% | +$19.6K |
|
191
Zacks Earnings Consistent Portfolio ETF
ZECP
$357M
| $405K | 0.04% |
10,729
+216
| +2% | +$7.87K |
|
192
Canadian Pacific Kansas City
CP
$82.5B
| $393K | 0.04% |
4,540
| – | – |
|
193
MaxLinear
MXL
$6.66B
| $387K | 0.04% |
+3,022
| New | +$214K |
|
194
Comcast
CMCSA
$86.1B
| $386K | 0.04% |
+15,715
| New | +$406K |
|
195
Thomson Reuters
TRI
$43.1B
| $385K | 0.04% |
4,708
+2
| +0% | +$175 |
|
196
AT&T
T
$153B
| $384K | 0.04% |
+18,545
| New | +$460K |
|
197
Pan American Silver
PAAS
$17.7B
| $381K | 0.04% |
8,500
| – | – |
|
198
Vicor
VICR
$10.5B
| $380K | 0.04% |
+1,000
| New | +$273K |
|
199
Onto Innovation
ONTO
$14B
| $378K | 0.04% |
+1,000
| New | +$283K |
|
200
Hewlett Packard
HPE
$59.8B
| $374K | 0.04% |
+8,300
| New | +$300K |
|
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