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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$25.8M
3
+$22.2M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$9.49M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$7.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.33%
2 Consumer Discretionary 1.19%
3 Financials 1.04%
4 Consumer Staples 0.95%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.5M 18.62%
+380,953
2
$25.8M 16.27%
+498,508
3
$22.2M 14.04%
+140,084
4
$9.49M 5.99%
+164,300
5
$7.56M 4.77%
+159,445
6
$5.69M 3.59%
+97,610
7
$4.85M 3.06%
+58,756
8
$4.81M 3.04%
+115,885
9
$3.64M 2.3%
+48,944
10
$3.44M 2.17%
+26,419
11
$3.32M 2.1%
+123,445
12
$2.62M 1.66%
+6,830
13
$2.54M 1.6%
+101,524
14
$2.37M 1.49%
+12,380
15
$2.06M 1.3%
+5,873
16
$2.04M 1.29%
+35,187
17
$1.96M 1.24%
+26,023
18
$1.72M 1.09%
+11,372
19
$1.59M 1%
+7,420
20
$1.47M 0.93%
+29,292
21
$1.32M 0.83%
+15,683
22
$1.03M 0.65%
+48,787
23
$998K 0.63%
+23,984
24
$924K 0.58%
+2,023
25
$880K 0.56%
+35,542
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