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Home > Institutional Investor > Aris Wealth Services, Inc. > Profile

Instuitional Investor - Aris Wealth Services, Inc.

Fund Profile
Filing Period:
Fund Name: Aris Wealth Services, Inc.
Portfolio Value $4,893,000,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eaton Vance Risk Managed Incom
 ETJ 458,991 $4,893,000 5.44%
2.
Kayne Anderson Mlp Investment
 KYN 115,383 $4,405,000 4.9%
3.
Exxon Mobil Corporation
 XOM 43,900 $4,059,000 4.51%
4.
Nuveen Energy Mlp Total Return
 JMF 193,063 $3,923,000 4.36%
5.
Ishares Emerging Markets Divid
 86,989 $3,638,000 4.05%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)