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
201
$249K 0.03%
10,628
-725
202
$245K 0.03%
+4,194
203
$244K 0.03%
+6,300
204
$240K 0.03%
+17,573
205
$240K 0.03%
+1,000
206
$239K 0.03%
+3,000
207
$238K 0.03%
+2,000
208
$236K 0.03%
+11,000
209
$233K 0.03%
+2,770
210
$232K 0.03%
+1,048
211
$229K 0.03%
+2,928
212
$227K 0.03%
+1,000
213
$226K 0.03%
+1,079
214
$225K 0.03%
+3,068
215
$222K 0.03%
+15,491
216
$222K 0.03%
+2,199
217
$221K 0.03%
+3,142
218
$221K 0.03%
+1,650
219
$214K 0.03%
+2,008
220
$214K 0.03%
+4,500
221
$213K 0.03%
+2,364
222
$213K 0.03%
+10,000
223
$213K 0.03%
+11,600
224
$211K 0.03%
+7,500
225
$210K 0.03%
+7,000
6 7 8
9
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