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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
-0.33%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$368M
AUM Growth
+$5.07M
Cap. Flow
+$11.3M
Cap. Flow %
3.06%
Top 10 Hldgs %
30.53%
Holding
237
New
14
Increased
92
Reduced
47
Closed
11

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$1.46M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$717K
4
UBER icon
Uber
UBER
+$707K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$670K

Top Sells

Rank Stock Value
1
TREX icon
Trex
TREX
+$1.19M
2
ITW icon
Illinois Tool Works
ITW
+$783K
3
MRSH
Marsh
MRSH
+$400K
4
AAPL icon
Apple
AAPL
+$394K
5
NVO
Novo Nordisk
NVO
+$375K

Sector Composition

Rank Sector Weight
1 Technology 14%
2 Healthcare 8.04%
3 Financials 6.85%
4 Industrials 5.85%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
26
Procter & Gamble
PG
$347B
$3.8M 1.03%
22,294
+1,076
+5% +$180K
USMV icon
27
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$3.67M 1%
39,141
-1,483
-4% -$136K
COST icon
28
Costco
COST
$429B
$3.49M 0.95%
3,687
+140
+4% +$136K
LLY icon
29
Eli Lilly
LLY
$1.09T
$3.37M 0.91%
4,075
-6
-0.1% -$4.99K
FLRN icon
30
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.07B
$3.32M 0.9%
107,563
+3,405
+3% +$105K
VCIT icon
31
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$3.14M 0.85%
38,439
+2,363
+7% +$191K
IBM icon
32
IBM
IBM
$214B
$3.03M 0.82%
12,187
+550
+5% +$135K
VTI icon
33
Vanguard Total Stock Market ETF
VTI
$656B
$3.02M 0.82%
10,985
-412
-4% -$120K
WM icon
34
Waste Management
WM
$96.1B
$2.82M 0.77%
12,184
+387
+3% +$85.7K
ABBV icon
35
AbbVie
ABBV
$465B
$2.79M 0.76%
13,317
– –
SHY icon
36
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$2.79M 0.76%
33,690
+7,595
+29% +$625K
IGSB icon
37
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$2.62M 0.71%
49,949
-2,325
-4% -$121K
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.11T
$2.61M 0.71%
4,909
+152
+3% +$73.9K
MRK icon
39
Merck
MRK
$326B
$2.55M 0.69%
28,427
+1,593
+6% +$149K
TMO icon
40
Thermo Fisher Scientific
TMO
$214B
$2.48M 0.67%
4,975
+261
+6% +$141K
ACWI icon
41
iShares MSCI ACWI ETF
ACWI
$32.5B
$2.45M 0.67%
21,054
+362
+2% +$43.4K
PEP icon
42
PepsiCo
PEP
$195B
$2.34M 0.63%
15,592
+894
+6% +$133K
ADP icon
43
Automatic Data Processing
ADP
$106B
$2.32M 0.63%
7,588
+330
+5% +$99.5K
ABT icon
44
Abbott
ABT
$187B
$2.31M 0.63%
17,445
+673
+4% +$85.7K
UNH icon
45
UnitedHealth
UNH
$389B
$2.31M 0.63%
4,407
+66
+2% +$33.7K
CB icon
46
Chubb
CB
$141B
$2.25M 0.61%
7,449
+261
+4% +$72.5K
VEA icon
47
Vanguard FTSE Developed Markets ETF
VEA
$225B
$2.18M 0.59%
42,930
+10,840
+34% +$549K
VOO icon
48
Vanguard S&P 500 ETF
VOO
$971B
$2.15M 0.58%
4,179
-171
-4% -$92.4K
GDX icon
49
VanEck Gold Miners ETF
GDX
$22.7B
$2.09M 0.57%
45,534
-1,603
-3% -$64.8K
AGG icon
50
iShares Core US Aggregate Bond ETF
AGG
$138B
$2.03M 0.55%
20,569
+548
+3% +$53.6K
1
2
3 4 5

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PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
MC
Machina Capital Paris, France $508M AUM 9.91% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
HIM
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Aries Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Aries Wealth Management held 237 positions worth $368M, up 1.4% from $363M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Aries Wealth Management deployed $11.3M of net new capital in Q1 2025, opening 14 new positions and adding to 92 existing holdings. Its largest new stake was Uber: 9,818 shares worth $715K.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 15% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Illinois Tool Works, an estimated $783K trimmed.

  • Aries Wealth Management's largest Q1 2025 buy was Uber: 9,818 shares worth $715K.
  • Aries Wealth Management added most to ExxonMobil in Q1 2025, an estimated $1.46M increase.
  • Aries Wealth Management's biggest Q1 2025 reduction was Illinois Tool Works, cutting an estimated $783K.
  • Aries Wealth Management fully exited Trex in Q1 2025, selling an estimated $1.19M.
  • Aries Wealth Management's ten largest holdings make up 31% of its $368M portfolio in Q1 2025.
  • Aries Wealth Management opened 14 new positions and closed 11 in Q1 2025.
  • Aries Wealth Management's portfolio value rose 1.4% quarter-over-quarter to $368M.

Based on Aries Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.