AWM

Arista Wealth Management Portfolio holdings

AUM $813M
1-Year Est. Return 17.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13.5M
3
+$11.6M
4
JPM icon
JPMorgan Chase
JPM
+$9.72M
5
AAPL icon
Apple
AAPL
+$8.17M

Top Sells

1
+$201K
2
+$62.1K
3
+$24.7K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$16.8K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.59K

Sector Composition

1 Technology 10.2%
2 Financials 6.03%
3 Consumer Discretionary 3.71%
4 Consumer Staples 3.01%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.9M 11.74%
2,003,960
+28,635
2
$70.3M 9.73%
177,341
+90
3
$54.5M 7.54%
1,852,406
+68,933
4
$42.5M 5.89%
513,048
+9,133
5
$36.2M 5.01%
1,047,859
+34,789
6
$29.9M 4.14%
509,015
+15,840
7
$22.7M 3.14%
379,558
+9,290
8
$21.6M 2.98%
+49,193
9
$17.4M 2.41%
601,025
+16,703
10
$16.7M 2.31%
27,080
+23,534
11
$15.9M 2.2%
77,456
+40,436
12
$15.7M 2.17%
27,568
+106
13
$11.7M 1.61%
23,455
+17,393
14
$11.4M 1.57%
39,261
+38,086
15
$10.5M 1.45%
+295,296
16
$10.1M 1.4%
64,223
+61,759
17
$9.66M 1.34%
44,032
+25,683
18
$8.41M 1.16%
234,609
+14
19
$7.5M 1.04%
+27,215
20
$7.07M 0.98%
7,145
+3,416
21
$5.68M 0.79%
18,688
+3,622
22
$5.64M 0.78%
81,592
-3,093
23
$5.2M 0.72%
8,378
+1,897
24
$4.79M 0.66%
27,195
+22,950
25
$4.35M 0.6%
+5,576
1
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