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AWM
Arista Wealth Management Portfolio holdings
AUM
$927M
1-Year Est. Return
24.58%
This Fund
S&P 500
This Quarter
Est. Return
+14.75%
1 Year Est. Return
+24.58%
3 Year Est. Return
+60.05%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$927M
AUM Growth
+$105M
(+13%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
55%
Holding
295
New
42
Increased
75
Reduced
67
Closed
29
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$2M |
| 2 |
Advanced Micro Devices
AMD
|
+$1.05M |
| 3 |
Innovator Premium Income 30 Barrier ETF April
APRJ
|
+$997K |
| 4 |
Micron Technology
MU
|
+$828K |
| 5 |
Seagate
STX
|
+$784K |
Sector Composition
| 1 | Technology | 11.09% |
| 2 | Financials | 5.16% |
| 3 | Healthcare | 2.85% |
| 4 | Industrials | 2.73% |
| 5 | Consumer Discretionary | 2.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Palantir
PLTR
$322B
| $374K | 0.04% |
3,208
-1,009
| -24% | -$138K |
|
202
Las Vegas Sands
LVS
$30.3B
| $370K | 0.04% |
8,008
| – | – |
|
203
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
| $365K | 0.04% |
2,303
| – | – |
|
204
Occidental Petroleum
OXY
$53.4B
| $365K | 0.04% |
+7,513
| New | +$427K |
|
205
Shopify
SHOP
$162B
| $360K | 0.04% |
3,150
-73
| -2% | -$8.33K |
|
206
Credo Technology Group
CRDO
$38.8B
| $353K | 0.04% |
1,300
-1,205
| -48% | -$238K |
|
207
Energy Transfer Partners
ET
$69.5B
| $353K | 0.04% |
18,437
| – | – |
|
208
Reddit
RDDT
$35.7B
| $347K | 0.04% |
+2,000
| New | +$320K |
|
209
Schwab US Broad Market ETF
SCHB
$43.4B
| $343K | 0.04% |
11,856
| – | – |
|
210
Enterprise Products Partners
EPD
$82.2B
| $342K | 0.04% |
9,300
| – | – |
|
211
Rio Tinto
RIO
$147B
| $340K | 0.04% |
3,577
| – | – |
|
212
DexCom
DXCM
$30.1B
| $337K | 0.04% |
+5,000
| New | +$333K |
|
213
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
| $333K | 0.04% |
6,215
| – | – |
|
214
Parker-Hannifin
PH
$121B
| $331K | 0.04% |
338
+2
| +0.6% | +$1.83K |
|
215
Newmont
NEM
$97B
| $327K | 0.04% |
3,500
-1,500
| -30% | -$163K |
|
216
Plains All American Pipeline
PAA
$16.8B
| $325K | 0.04% |
14,600
| – | – |
|
217
Petrobras
PBR
$113B
| $323K | 0.03% |
+20,000
| New | +$391K |
|
218
Constellium
CSTM
$3.88B
| $320K | 0.03% |
+10,044
| New | +$324K |
|
219
Vistra
VST
$51.4B
| $318K | 0.03% |
+2,005
| New | +$311K |
|
220
Edison International
EIX
$30B
| $316K | 0.03% |
4,248
-13
| -0.3% | -$927 |
|
221
Verizon
VZ
$183B
| $316K | 0.03% |
7,468
+31
| +0.4% | +$1.45K |
|
222
Sanofi
SNY
$106B
| $314K | 0.03% |
7,355
-165
| -2% | -$7.37K |
|
223
Regeneron Pharmaceuticals
REGN
$71.2B
| $312K | 0.03% |
500
| – | – |
|
224
Invesco NASDAQ 100 ETF
QQQM
$97.7B
| $311K | 0.03% |
+1,026
| New | +$291K |
|
225
iShares Russell 1000 Value ETF
IWD
$82.4B
| $310K | 0.03% |
1,279
-501
| -28% | -$117K |
|
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