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
$273M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$4.19M
3
+$1.02M
4
GD icon
General Dynamics
GD
+$290K
5
BA icon
Boeing
BA
+$259K

Top Sells

1
+$7.24M
2
+$4.46M
3
+$2.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.17M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.78M

Sector Composition

1 Technology 2.91%
2 Consumer Discretionary 1.14%
3 Consumer Staples 0.6%
4 Financials 0.58%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.5M 20.32%
1,669,133
-72,161
2
$33.2M 12.16%
408,544
+12,591
3
$30.8M 11.29%
1,058,454
+144,042
4
$30.4M 11.13%
1,061,056
-155,895
5
$24.5M 8.97%
420,097
-21,373
6
$17.4M 6.37%
293,273
-19,928
7
$14.3M 5.24%
52,877
+45,442
8
$11.8M 4.32%
489,792
-25,282
9
$8.41M 3.08%
369,920
-318,340
10
$6.12M 2.24%
105,620
-37,517
11
$5.35M 1.96%
27,763
+629
12
$4.01M 1.47%
9,186
+335
13
$2.92M 1.07%
6,122
+22
14
$2.51M 0.92%
13,970
-1,309
15
$2.2M 0.81%
14,471
-130
16
$1.88M 0.69%
3,963
17
$1.69M 0.62%
10,244
18
$1.64M 0.6%
29,293
-17
19
$1.62M 0.59%
5,345
20
$1.41M 0.52%
3,747
+326
21
$1.3M 0.48%
1,965
-9
22
$1.27M 0.47%
24,510
+3
23
$1.04M 0.38%
4,386
-2,097
24
$978K 0.36%
15,063
-12,874
25
$726K 0.27%
24,822
+125
1
2 3