AWM

Arista Wealth Management Portfolio holdings

AUM $804M
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
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
ET icon
176
Energy Transfer Partners
ET
$58.4B
$344K 0.05%
+18,996
GPK icon
177
Graphic Packaging
GPK
$4.74B
$342K 0.05%
+16,253
PAGP icon
178
Plains GP Holdings
PAGP
$3.53B
$341K 0.05%
+17,562
INTU icon
179
Intuit
INTU
$185B
$340K 0.05%
+432
DOV icon
180
Dover
DOV
$25.1B
$336K 0.05%
+1,834
LOW icon
181
Lowe's Companies
LOW
$128B
$333K 0.05%
+1,500
ANF icon
182
Abercrombie & Fitch
ANF
$3.37B
$331K 0.05%
+4,000
CAT icon
183
Caterpillar
CAT
$259B
$330K 0.05%
+851
XLF icon
184
Financial Select Sector SPDR Fund
XLF
$54B
$325K 0.05%
6,215
MTCH icon
185
Match Group
MTCH
$7.62B
$321K 0.04%
+10,400
DOCU icon
186
DocuSign
DOCU
$13.5B
$312K 0.04%
+4,000
XLV icon
187
Health Care Select Sector SPDR Fund
XLV
$37.4B
$310K 0.04%
2,303
TRP icon
188
TC Energy
TRP
$57.5B
$302K 0.04%
+6,200
DOC icon
189
Healthpeak Properties
DOC
$12.1B
$287K 0.04%
+16,391
INTC icon
190
Intel
INTC
$171B
$276K 0.04%
+12,337
GAB icon
191
Gabelli Equity Trust
GAB
$1.86B
$274K 0.04%
47,128
RL icon
192
Ralph Lauren
RL
$20.2B
$274K 0.04%
+1,000
LI icon
193
Li Auto
LI
$20B
$271K 0.04%
+10,000
PH icon
194
Parker-Hannifin
PH
$106B
$269K 0.04%
+385
TSN icon
195
Tyson Foods
TSN
$19.1B
$261K 0.04%
+4,665
PVH icon
196
PVH
PVH
$3.74B
$261K 0.04%
+3,800
HPQ icon
197
HP
HPQ
$23.3B
$259K 0.04%
+10,600
OKE icon
198
Oneok
OKE
$44.4B
$259K 0.04%
+3,175
WDC icon
199
Western Digital
WDC
$54B
$256K 0.04%
+4,000
MRVL icon
200
Marvell Technology
MRVL
$75.5B
$255K 0.04%
+3,298