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AWM
Aries Wealth Management Portfolio holdings
AUM
$509M
1-Year Est. Return
25.6%
This Fund
S&P 500
This Quarter
Est. Return
+3.04%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$452M
AUM Growth
+$29M
(+6.9%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
4.42%
Top 10 Holdings %
Top 10 Hldgs %
33.89%
Holding
242
New
11
Increased
63
Reduced
69
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$6.68M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.91M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.62M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.54M |
| 5 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$1.51M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
T-Mobile US
TMUS
|
+$753K |
| 2 |
Simplify Managed Futures Strategy ETF
CTA
|
+$406K |
| 3 |
Agnico Eagle Mines
AEM
|
+$278K |
| 4 |
Constellation Brands
STZ
|
+$276K |
| 5 |
NVIDIA
NVDA
|
+$270K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.9% |
| 2 | Healthcare | 6.82% |
| 3 | Industrials | 6.59% |
| 4 | Financials | 5.97% |
| 5 | Consumer Discretionary | 5.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GSOL
226
Grayscale Solana Staking ETF
GSOL
$93.5M
| $104K | 0.02% |
+11,450
| New | +$117K |
|
227
Coty
COTY
$2.37B
| $61.6K | 0.01% |
+20,000
| New | +$72.7K |
|
228
NIO
NIO
$12.1B
| $51K | 0.01% |
10,000
| – | – |
|
229
Editas Medicine
EDIT
$413M
| $25.6K | 0.01% |
12,500
| – | – |
|
230
FuboTV Inc
FUBO
$253M
| $25.2K | 0.01% |
+833
| New | +$33.2K |
|
|
ABTC
231
American Bitcoin Corp
ABTC
$431M
| $17K | ﹤0.01% |
+667
| New | +$41.7K |
|
|
CGC
232
Canopy Growth
CGC
$388M
| $11.4K | ﹤0.01% |
+10,020
| New | +$12.9K |
|
233
TScan Therapeutics
TCRX
$49.4M
| $10K | ﹤0.01% |
10,000
| – | – |
|
234
BWX Technologies
BWXT
$15.2B
| – | – |
-1,142
| Closed | -$211K |
|
235
Carrier Global
CARR
$50.6B
| – | – |
-3,760
| Closed | -$224K |
|
236
Deere & Co
DE
$162B
| – | – |
-479
| Closed | -$219K |
|
237
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
| – | – |
-2,422
| Closed | -$225K |
|
238
GE HealthCare
GEHC
$31.6B
| – | – |
-2,746
| Closed | -$206K |
|
239
Genuine Parts
GPC
$17.2B
| – | – |
-1,638
| Closed | -$227K |
|
240
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
| – | – |
-4,734
| Closed | -$231K |
|
|
241
Constellation Brands
STZ
$22.3B
| – | – |
-2,049
| Closed | -$276K |
|
242
Trade Desk
TTD
$8.59B
| – | – |
-4,700
| Closed | -$230K |
|
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Aries Wealth Management's Q4 2025 Portfolio in Review
As of Q4 2025, Aries Wealth Management held 242 positions worth $452M, up 6.9% from $423M the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Aries Wealth Management deployed $20M of net new capital in Q4 2025, opening 11 new positions and adding to 63 existing holdings. Its largest new stake was iShares 0-3 Month Treasury Bond ETF: 66,450 shares worth $6.67M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 15% a quarter earlier, followed by Healthcare and Industrials.
On the sell side, the largest reduction was T-Mobile US, an estimated $753K trimmed.
- Aries Wealth Management's largest Q4 2025 buy was iShares 0-3 Month Treasury Bond ETF: 66,450 shares worth $6.67M.
- Aries Wealth Management added most to iShares MSCI EAFE ETF in Q4 2025, an estimated $1.91M increase.
- Aries Wealth Management's biggest Q4 2025 reduction was T-Mobile US, cutting an estimated $753K.
- Aries Wealth Management fully exited Constellation Brands in Q4 2025, selling an estimated $276K.
- Aries Wealth Management's ten largest holdings make up 34% of its $452M portfolio in Q4 2025.
- Aries Wealth Management opened 11 new positions and closed 9 in Q4 2025.
- Aries Wealth Management's portfolio value rose 6.9% quarter-over-quarter to $452M.
Based on Aries Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.