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
$380M
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$37.8M
3
+$31.2M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23.6M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$18.3M

Top Sells

1
+$914K
2
+$225K

Sector Composition

1 Technology 3.08%
2 Consumer Discretionary 0.97%
3 Consumer Staples 0.87%
4 Financials 0.64%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.5M 18.28%
1,852,970
+1,224,616
2
$52.5M 13.82%
157,538
+113,339
3
$45.2M 11.89%
1,570,224
+1,083,193
4
$37.9M 9.96%
473,542
+295,880
5
$28.6M 7.53%
493,741
+315,022
6
$28M 7.37%
943,907
+548,647
7
$19.4M 5.11%
333,722
+205,403
8
$13.8M 3.64%
534,663
+346,816
9
$13.1M 3.44%
26,158
+16,230
10
$7.6M 2%
235,634
+89,441
11
$7.58M 1.99%
35,995
+23,708
12
$5.8M 1.53%
96,232
+92,230
13
$4.43M 1.17%
16,570
+5,617
14
$3.63M 0.95%
+37,355
15
$3.54M 0.93%
6,477
+2,873
16
$3.17M 0.83%
16,418
+7,466
17
$2.81M 0.74%
3,304
+2,085
18
$2.68M 0.71%
5,997
+4,081
19
$2.49M 0.66%
13,656
+7,547
20
$2.34M 0.62%
36,533
+14,715
21
$2.17M 0.57%
3,981
+2,010
22
$2.13M 0.56%
+51,333
23
$1.85M 0.49%
+36,839
24
$1.42M 0.37%
24,066
+11,557
25
$1.37M 0.36%
+20,274
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