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
$416M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.59M
3
+$2.47M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.99M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.54M

Top Sells

1
+$465K
2
+$341K
3
+$300K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$129K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$76.1K

Sector Composition

1 Technology 3.09%
2 Consumer Staples 0.94%
3 Consumer Discretionary 0.87%
4 Financials 0.7%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.5M 18.14%
1,902,993
+50,023
2
$58.1M 13.96%
168,311
+10,773
3
$51M 12.24%
1,654,391
+84,167
4
$42.1M 10.12%
503,000
+29,458
5
$31.2M 7.5%
982,344
+38,437
6
$29.7M 7.13%
502,915
+9,174
7
$21.7M 5.21%
359,162
+25,440
8
$15M 3.61%
549,062
+14,399
9
$14.2M 3.41%
26,898
+740
10
$8.54M 2.05%
36,650
+655
11
$8.08M 1.94%
235,647
+13
12
$6.2M 1.49%
95,733
-499
13
$4.35M 1.04%
15,367
-1,203
14
$3.78M 0.91%
37,355
15
$3.74M 0.9%
6,479
+2
16
$3.19M 0.77%
17,143
+725
17
$3.14M 0.75%
3,545
+241
18
$2.75M 0.66%
13,680
+24
19
$2.67M 0.64%
6,212
+215
20
$2.47M 0.59%
36,533
21
$2.16M 0.52%
3,756
-225
22
$2.15M 0.52%
49,703
-1,630
23
$1.94M 0.47%
36,839
24
$1.49M 0.36%
23,880
-186
25
$1.43M 0.34%
19,730
-544
1
2 3