AWM
Arista Wealth Management Portfolio holdings
AUM
$723M
This Quarter Return
+0.23%
1 Year Return
+12.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$417M
AUM Growth
+$417M
(+0.16%)
Cap. Flow
+$1.89M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
83.7%
Holding
73
New
2
Increased
25
Reduced
14
Closed
6
Top Buys
| 1 |
Dimensional US Small Cap Value ETF
DFSV
|
$1.74M |
| 2 |
Tesla
TSLA
|
$877K |
| 3 |
Dimensional US Core Equity Market ETF
DFAU
|
$806K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$444K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
$415K |
Top Sells
Sector Composition
| 1 | Technology | 3.27% |
| 2 | Consumer Discretionary | 1.25% |
| 3 | Consumer Staples | 0.94% |
| 4 | Financials | 0.77% |
| 5 | Communication Services | 0.3% |
