AWM

Arista Wealth Management Portfolio holdings

AUM $723M
1-Year Est. Return 12.71%
This Quarter Est. Return
1 Year Est. Return
+12.71%
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
DFAR icon
201
Dimensional US Real Estate ETF
DFAR
$1.4B
$249K 0.03%
10,628
-725
EQT icon
202
EQT Corp
EQT
$33.2B
$245K 0.03%
+4,194
WES icon
203
Western Midstream Partners
WES
$14.3B
$244K 0.03%
+6,300
CGBD icon
204
Carlyle Secured Lending
CGBD
$889M
$240K 0.03%
+17,573
WDAY icon
205
Workday
WDAY
$60.8B
$240K 0.03%
+1,000
AKAM icon
206
Akamai
AKAM
$10.5B
$239K 0.03%
+3,000
AEM icon
207
Agnico Eagle Mines
AEM
$93.2B
$238K 0.03%
+2,000
BILI icon
208
Bilibili
BILI
$11.3B
$236K 0.03%
+11,000
CAVA icon
209
CAVA Group
CAVA
$7.35B
$233K 0.03%
+2,770
AMT icon
210
American Tower
AMT
$89.7B
$232K 0.03%
+1,048
EW icon
211
Edwards Lifesciences
EW
$42.7B
$229K 0.03%
+2,928
FDX icon
212
FedEx
FDX
$55.9B
$227K 0.03%
+1,000
BA icon
213
Boeing
BA
$160B
$226K 0.03%
+1,079
CARR icon
214
Carrier Global
CARR
$48.3B
$225K 0.03%
+3,068
OBDC icon
215
Blue Owl Capital
OBDC
$6.41B
$222K 0.03%
+15,491
UPS icon
216
United Parcel Service
UPS
$72.6B
$222K 0.03%
+2,199
SHEL icon
217
Shell
SHEL
$206B
$221K 0.03%
+3,142
NFLX icon
218
Netflix
NFLX
$503B
$221K 0.03%
+165
NTAP icon
219
NetApp
NTAP
$23.8B
$214K 0.03%
+2,008
EPI icon
220
WisdomTree India Earnings Fund ETF
EPI
$2.91B
$214K 0.03%
+4,500
VIGI icon
221
Vanguard International Dividend Appreciation ETF
VIGI
$8.61B
$213K 0.03%
+2,364
SMMT icon
222
Summit Therapeutics
SMMT
$16.3B
$213K 0.03%
+10,000
PAA icon
223
Plains All American Pipeline
PAA
$11.2B
$213K 0.03%
+11,600
CCL icon
224
Carnival Corp
CCL
$37B
$211K 0.03%
+7,500
BBWI icon
225
Bath & Body Works
BBWI
$5.36B
$210K 0.03%
+7,000