AW
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Aris Wealth Services, Inc.13F | |
| Aris Wealth Services, Inc. | |
| Last update 2015-11-10 | 378 Stocks (19 new) |
| Value $39.00 Mil | Turnover 5 % |
Aris Wealth Services, Inc. Top Holdings of 2015-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 16,448 | 1,802.0 | -15.48% | 4.640 | -0.34% | 0.000 | +0.07% | +3.61% | 128,257.8 | ||
XOM | Exxon Mobil Corp | 21,428 | 1,593.0 | -43.35% | 4.100 | -1.40% | 0.000 | +0.71% | +6.21% | 483,541.5 | Oil & Gas | |
UPS | United Parcel Service Inc | 13,015 | 1,284.0 | -3.13% | 3.310 | -0.04% | 0.000 | +5.72% | -14.86% | 88,177.1 | Transportation | |
O | Realty Income Corp | 26,859 | 1,273.0 | -1.99% | 3.280 | -0.02% | 0.000 | +2.52% | +11.64% | 52,089.7 | REITs | |
SPY | S&P 500 ETF TRUST ETF | 6,301 | 1,207.0 | -4.27% | 3.110 | -0.06% | 0.000 | +16.86% | +7.34% | 643,153.0 | ||
WELL | Welltower Inc | 17,766 | 1,203.0 | -2.31% | 3.100 | -0.03% | 0.000 | +0.69% | +22.32% | 99,904.2 | REITs | |
DOC | Healthpeak Properties Inc | 28,498 | 1,062.0 | -0.49% | 2.730 | -0.01% | 0.010 | -4.76% | -7.14% | 12,658.0 | REITs | |
IVV | iShares Core S&P 500 ETF | 4,684 | 903.0 | +21.16% | 2.320 | +0.41% | 0.000 | +16.68% | +7.37% | 623,772.3 | ||
CSG | Chambers Street Properties | 138,460 | 899.0 | -13.85% | 2.310 | -0.18% | 0.060 | +12.71% | +0.99% | 1,833.3 | REITs | |
OEF | iShares S&P 100 ETF | 10,529 | 893.0 | +13.43% | 2.300 | +0.27% | 0.020 | +18.87% | +7.04% | 20,796.0 |
Aris Wealth Services, Inc.'s Historical Top Holdings Breakdowns
Aris Wealth Services, Inc. Total Holding History ($B)
Aris Wealth Services, Inc.'s Asset Allocation
Aris Wealth Services, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Aris Wealth Services, Inc.'s Hypothetical Growth since 2015-09-30
Aris Wealth Services, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Aris Wealth Services, Inc.'s Holdings Heat Map
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Aris Wealth Services, Inc.'s Holdings Bubble Chart
Aris Wealth Services, Inc. News
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