AWM

Arista Wealth Management Portfolio holdings

AUM $822M
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.76M
3
+$3.76M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.26M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.24M

Top Sells

1
+$1.3M
2
+$1.26M
3
+$1.11M
4
ANET icon
Arista Networks
ANET
+$511K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$458K

Sector Composition

1 Technology 10.92%
2 Financials 6.16%
3 Consumer Discretionary 3.55%
4 Industrials 2.79%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$95.8M 11.92%
2,093,391
+89,431
2
$81.2M 10.1%
1,118,424
+54,378
3
$62.8M 7.82%
1,972,858
+120,452
4
$46.4M 5.78%
552,224
+39,176
5
$39M 4.85%
1,073,146
+25,287
6
$32.2M 4%
546,639
+37,624
7
$25M 3.11%
417,026
+37,468
8
$23.6M 2.94%
295,158
9
$19.6M 2.44%
622,263
+21,238
10
$19.2M 2.39%
75,501
-1,955
11
$17.9M 2.22%
26,814
-266
12
$16.6M 2.07%
27,104
-464
13
$12.6M 1.57%
40,027
+766
14
$12.2M 1.52%
65,361
+1,138
15
$12.1M 1.51%
23,457
+2
16
$11.6M 1.44%
295,296
17
$10M 1.25%
45,641
+1,609
18
$9.29M 1.16%
28,166
+951
19
$9.02M 1.12%
233,835
-774
20
$6.63M 0.82%
7,163
+18
21
$6.28M 0.78%
25,817
-1,378
22
$6.02M 0.75%
18,340
-348
23
$5.71M 0.71%
77,761
-3,831
24
$5.61M 0.7%
8,378
25
$4.61M 0.57%
6,047
+471
1
2 3 4 5