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
$804M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.95M
3
+$3.84M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.3M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.25M

Top Sells

1
+$1.36M
2
+$1.26M
3
+$1.11M
4
ANET icon
Arista Networks
ANET
+$578K
5
APP icon
Applovin
APP
+$503K

Sector Composition

1 Technology 10.92%
2 Financials 6.16%
3 Consumer Discretionary 3.54%
4 Industrials 2.79%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
201
Texas Instruments
TXN
$174B
$311K 0.04%
+1,692
CRWD icon
202
CrowdStrike
CRWD
$115B
$310K 0.04%
+633
DOV icon
203
Dover
DOV
$28.3B
$306K 0.04%
1,834
DOC icon
204
Healthpeak Properties
DOC
$12.2B
$305K 0.04%
15,926
-465
INTU icon
205
Intuit
INTU
$153B
$305K 0.04%
446
+14
PDD icon
206
Pinduoduo
PDD
$151B
$304K 0.04%
+2,300
FCX icon
207
Freeport-McMoran
FCX
$83.8B
$304K 0.04%
+7,746
SCHB icon
208
Schwab US Broad Market ETF
SCHB
$39B
$294K 0.04%
+11,454
NKE icon
209
Nike
NKE
$94.9B
$294K 0.04%
+4,210
DECK icon
210
Deckers Outdoor
DECK
$14.6B
$290K 0.04%
2,861
-1,595
UAL icon
211
United Airlines
UAL
$37.3B
$290K 0.04%
+3,000
DOCU icon
212
DocuSign
DOCU
$11.5B
$289K 0.04%
4,006
+6
GAB icon
213
Gabelli Equity Trust
GAB
$1.9B
$287K 0.04%
47,128
MTCH icon
214
Match Group
MTCH
$7.41B
$283K 0.04%
8,000
-2,400
CRWV
215
CoreWeave Inc
CRWV
$50.4B
$274K 0.03%
+2,000
HOOD icon
216
Robinhood
HOOD
$99.4B
$274K 0.03%
+1,911
MRVL icon
217
Marvell Technology
MRVL
$68.8B
$271K 0.03%
3,222
-76
PINS icon
218
Pinterest
PINS
$17.7B
$262K 0.03%
+8,156
KHC icon
219
Kraft Heinz
KHC
$28.1B
$260K 0.03%
+10,000
FTAI icon
220
FTAI Aviation
FTAI
$28.2B
$255K 0.03%
+1,530
TSN icon
221
Tyson Foods
TSN
$21.1B
$253K 0.03%
4,665
WES icon
222
Western Midstream Partners
WES
$16.9B
$248K 0.03%
6,300
CRS icon
223
Carpenter Technology
CRS
$16.6B
$247K 0.03%
+1,006
HAL icon
224
Halliburton
HAL
$27.5B
$246K 0.03%
+10,000
JD icon
225
JD.com
JD
$40.9B
$245K 0.03%
+7,000
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