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
DOV icon
176
Dover
DOV
$30.4B
$358K 0.04%
1,834
XLV icon
177
State Street Health Care Select Sector SPDR ETF
XLV
$42.3B
$357K 0.04%
2,303
BSX icon
178
Boston Scientific
BSX
$113B
$355K 0.04%
3,722
-1,910
AAP icon
179
Advance Auto Parts
AAP
$3.2B
$354K 0.04%
+9,010
DOW icon
180
Dow Inc
DOW
$22B
$351K 0.04%
+15,000
VRT icon
181
Vertiv
VRT
$98.6B
$348K 0.04%
+2,146
CMC icon
182
Commercial Metals
CMC
$8.13B
$346K 0.04%
+5,000
TSM icon
183
TSMC
TSM
$1.91T
$346K 0.04%
1,138
-236
TRP icon
184
TC Energy
TRP
$67.7B
$341K 0.04%
6,200
XLF icon
185
State Street Financial Select Sector SPDR ETF
XLF
$50.2B
$341K 0.04%
6,224
+9
PAGP icon
186
Plains GP Holdings
PAGP
$4.55B
$336K 0.04%
17,562
CP icon
187
Canadian Pacific Kansas City
CP
$80.2B
$334K 0.04%
4,540
W icon
188
Wayfair
W
$9.65B
$331K 0.04%
+3,300
STX icon
189
Seagate
STX
$82.8B
$330K 0.04%
+1,200
DAL icon
190
Delta Air Lines
DAL
$42B
$329K 0.04%
4,744
-10,477
EFX icon
191
Equifax
EFX
$25B
$325K 0.04%
+1,500
HIMS icon
192
Hims & Hers Health
HIMS
$3.76B
$325K 0.04%
+10,000
RBLX icon
193
Roblox
RBLX
$47.8B
$324K 0.04%
+4,000
IBKR icon
194
Interactive Brokers
IBKR
$31.9B
$322K 0.04%
+5,000
NRG icon
195
NRG Energy
NRG
$37.7B
$318K 0.04%
+2,000
AMAT icon
196
Applied Materials
AMAT
$295B
$318K 0.04%
1,237
-1,072
CHTR icon
197
Charter Communications
CHTR
$29.5B
$313K 0.04%
+1,500
DVN icon
198
Devon Energy
DVN
$27.9B
$311K 0.04%
+8,500
NOW icon
199
ServiceNow
NOW
$114B
$311K 0.04%
+2,030
AEM icon
200
Agnico Eagle Mines
AEM
$126B
$305K 0.04%
+1,800
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