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
$241M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$20.1M
3
+$15.9M
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$9.68M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$7.23M

Top Sells

1
+$16.5M
2
+$15.8M
3
+$4.29M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.65M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.42M

Sector Composition

1 Technology 3.08%
2 Consumer Discretionary 1.28%
3 Financials 0.8%
4 Consumer Staples 0.76%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.8M 20.27%
1,574,390
+1,083,908
2
$30.2M 12.55%
1,105,820
+734,513
3
$27.3M 11.36%
345,992
-29,761
4
$22.5M 9.34%
389,350
+112,238
5
$20.8M 8.66%
810,919
+620,436
6
$15.9M 6.63%
271,887
+94,226
7
$13.7M 5.68%
635,178
+449,841
8
$10.5M 4.37%
447,998
+308,314
9
$8.04M 3.34%
143,340
-294,297
10
$5.14M 2.13%
26,480
-200
11
$2.78M 1.16%
6,245
-155
12
$2.44M 1.01%
14,764
-95,363
13
$1.95M 0.81%
14,966
-97
14
$1.94M 0.81%
30,955
-1,858
15
$1.85M 0.77%
24,648
+8
16
$1.71M 0.71%
4,196
-1,271
17
$1.62M 0.67%
10,244
18
$1.51M 0.63%
6,874
-2,437
19
$1.43M 0.6%
34,376
-57,874
20
$1.37M 0.57%
4,972
21
$1.2M 0.5%
2,220
+183
22
$1.18M 0.49%
21,694
-4,799
23
$1.16M 0.48%
23,989
+2
24
$1.11M 0.46%
13,543
+10,135
25
$1.03M 0.43%
3,017
+203
1
2 3