We are live on ! Find out more
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
MCD icon
51
McDonald's
MCD
$193B
$1.92M 0.52%
6,154
+444
+8% +$133K
ACN icon
52
Accenture
ACN
$106B
$1.89M 0.51%
6,056
+742
+14% +$262K
VCSH icon
53
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.86M 0.51%
23,582
+36
+0.2% +$2.82K
TMUS icon
54
T-Mobile US
TMUS
$195B
$1.82M 0.49%
6,816
+505
+8% +$124K
VIG icon
55
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.78M 0.48%
9,193
+89
+1% +$17.7K
VWO icon
56
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$1.77M 0.48%
39,083
-440
-1% -$19.8K
TJX icon
57
TJX Companies
TJX
$179B
$1.72M 0.47%
14,111
+2,277
+19% +$276K
JPST icon
58
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$1.66M 0.45%
32,750
+2,240
+7% +$113K
CVX icon
59
Chevron
CVX
$382B
$1.62M 0.44%
9,682
+170
+2% +$26.6K
ITW icon
60
Illinois Tool Works
ITW
$84.1B
$1.56M 0.42%
6,310
-3,048
-33% -$783K
QQQ icon
61
Invesco QQQ Trust
QQQ
$436B
$1.55M 0.42%
3,303
+359
+12% +$182K
CTA icon
62
Simplify Managed Futures Strategy ETF
CTA
$1.57B
$1.52M 0.41%
51,275
+40
+0.1% +$1.16K
NVDA icon
63
NVIDIA
NVDA
$4.6T
$1.52M 0.41%
13,995
+2,885
+26% +$366K
VTIP icon
64
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$1.49M 0.4%
29,860
-42
-0.1% -$2.06K
EFAV icon
65
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.35B
$1.46M 0.4%
18,740
+590
+3% +$44K
RTX icon
66
RTX Corp
RTX
$290B
$1.43M 0.39%
10,779
– –
GE icon
67
GE Aerospace
GE
$364B
$1.41M 0.38%
7,028
– –
BSV icon
68
Vanguard Short-Term Bond ETF
BSV
$44.7B
$1.41M 0.38%
17,955
-51
-0.3% -$3.96K
VEU icon
69
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
$1.33M 0.36%
21,939
-120
-0.5% -$7.23K
CL icon
70
Colgate-Palmolive
CL
$74.8B
$1.3M 0.35%
13,899
– –
IDXX icon
71
Idexx Laboratories
IDXX
$44.9B
$1.3M 0.35%
3,096
+168
+6% +$72.9K
BLK icon
72
Blackrock
BLK
$167B
$1.3M 0.35%
1,369
+2
+0.1% +$1.96K
CI icon
73
Cigna
CI
$78.4B
$1.29M 0.35%
3,912
-2
-0.1% -$603
AEM icon
74
Agnico Eagle Mines
AEM
$72.2B
$1.27M 0.35%
11,731
-185
-2% -$17.7K
RSP icon
75
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
$1.24M 0.34%
7,161
+235
+3% +$41.8K
1 2
3
4 5

Similar funds

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
HughesLittle Investment Management Vancouver $511M AUM 24.72% 1-Year Est. Return

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.