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
$417M
AUM Growth
+$670K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$877K
3
+$806K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$415K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$357K

Top Sells

1
+$645K
2
+$630K
3
+$563K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$502K
5
RXST icon
RxSight
RXST
+$258K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.9M 18.67%
1,922,896
+19,903
2
$61.8M 14.83%
168,935
+624
3
$52.7M 12.62%
1,710,771
+56,380
4
$39.9M 9.56%
496,747
-6,253
5
$29.1M 6.98%
996,565
+14,221
6
$28.7M 6.88%
493,230
-9,685
7
$21M 5.03%
361,851
+2,689
8
$14.6M 3.5%
27,113
+215
9
$14.3M 3.43%
563,145
+14,083
10
$9.2M 2.21%
36,751
+101
11
$8.15M 1.95%
235,660
+13
12
$5.01M 1.2%
85,046
-10,687
13
$4.37M 1.05%
15,064
-303
14
$3.91M 0.94%
17,834
+691
15
$3.82M 0.91%
6,481
+2
16
$3.62M 0.87%
37,355
17
$3.26M 0.78%
3,559
+14
18
$2.71M 0.65%
13,683
+3
19
$2.53M 0.61%
6,004
-208
20
$2.52M 0.6%
36,533
21
$2.16M 0.52%
3,687
-69
22
$2.05M 0.49%
49,703
23
$1.85M 0.44%
36,839
24
$1.52M 0.36%
23,840
-40
25
$1.22M 0.29%
18,415
-1,315
1
2 3