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
176
$344K 0.05%
+18,996
177
$342K 0.05%
+16,253
178
$341K 0.05%
+17,562
179
$340K 0.05%
+432
180
$336K 0.05%
+1,834
181
$333K 0.05%
+1,500
182
$331K 0.05%
+4,000
183
$330K 0.05%
+851
184
$325K 0.05%
6,215
185
$321K 0.04%
+10,400
186
$312K 0.04%
+4,000
187
$310K 0.04%
2,303
188
$302K 0.04%
+6,200
189
$287K 0.04%
+16,391
190
$276K 0.04%
+12,337
191
$274K 0.04%
47,128
192
$274K 0.04%
+1,000
193
$271K 0.04%
+10,000
194
$269K 0.04%
+385
195
$261K 0.04%
+4,665
196
$261K 0.04%
+3,800
197
$259K 0.04%
+10,600
198
$259K 0.04%
+3,175
199
$256K 0.04%
+4,000
200
$255K 0.04%
+3,298
6 7
8
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