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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
+8.93%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$383M
AUM Growth
+$14.4M
Cap. Flow
-$10.7M
Cap. Flow %
-2.8%
Top 10 Hldgs %
32.42%
Holding
234
New
8
Increased
38
Reduced
84
Closed
17

Top Buys

Rank Stock Value
1
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.19M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$859K
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$593K
4
VB icon
Vanguard Small-Cap ETF
VB
+$509K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$471K

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$1.5M
2
UNH icon
UnitedHealth
UNH
+$1.27M
3
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$639K

Sector Composition

Rank Sector Weight
1 Technology 14.97%
2 Financials 6.74%
3 Healthcare 6.49%
4 Industrials 6.37%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
51
Accenture
ACN
$94.3B
$1.84M 0.48%
6,148
+92
+2% +$28K
NVDA icon
52
NVIDIA
NVDA
$4.76T
$1.81M 0.47%
11,485
-2,510
-18% -$316K
GE icon
53
GE Aerospace
GE
$375B
$1.81M 0.47%
7,028
– –
TJX icon
54
TJX Companies
TJX
$173B
$1.77M 0.46%
14,351
+240
+2% +$30.4K
VEA icon
55
Vanguard FTSE Developed Markets ETF
VEA
$227B
$1.77M 0.46%
31,000
-11,930
-28% -$639K
IDXX icon
56
Idexx Laboratories
IDXX
$43.9B
$1.7M 0.44%
3,172
+76
+2% +$36.3K
MCD icon
57
McDonald's
MCD
$192B
$1.68M 0.44%
5,740
-414
-7% -$128K
BTC
58
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$1.66M 0.43%
34,668
+2,819
+9% +$123K
BLK icon
59
Blackrock
BLK
$165B
$1.63M 0.42%
1,549
+180
+13% +$170K
TMUS icon
60
T-Mobile US
TMUS
$190B
$1.62M 0.42%
6,816
– –
JPST icon
61
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$1.62M 0.42%
31,950
-800
-2% -$40.4K
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.62M 0.42%
3,325
-1,584
-32% -$804K
RTX icon
63
RTX Corp
RTX
$294B
$1.57M 0.41%
10,757
-22
-0.2% -$2.93K
VTIP icon
64
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$1.53M 0.4%
30,345
+485
+2% +$24.2K
ITW icon
65
Illinois Tool Works
ITW
$81.9B
$1.51M 0.39%
6,099
-211
-3% -$51K
ORCL icon
66
Oracle
ORCL
$345B
$1.5M 0.39%
6,881
+175
+3% +$28.3K
CTA icon
67
Simplify Managed Futures Strategy ETF
CTA
$1.54B
$1.48M 0.39%
55,481
+4,206
+8% +$117K
BSV icon
68
Vanguard Short-Term Bond ETF
BSV
$44.6B
$1.41M 0.37%
17,964
+9
+0.1% +$704
VIG icon
69
Vanguard Dividend Appreciation ETF
VIG
$112B
$1.4M 0.37%
6,836
-2,357
-26% -$457K
AEM icon
70
Agnico Eagle Mines
AEM
$73B
$1.4M 0.36%
11,731
– –
VEU icon
71
Vanguard FTSE All-World ex-US ETF
VEU
$65.9B
$1.38M 0.36%
20,584
-1,355
-6% -$85.8K
PXF icon
72
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.84B
$1.35M 0.35%
23,596
– –
CVX icon
73
Chevron
CVX
$378B
$1.33M 0.35%
9,254
-428
-4% -$60.3K
TXN icon
74
Texas Instruments
TXN
$255B
$1.32M 0.34%
6,338
-6
-0.1% -$1.06K
IEFA icon
75
iShares Core MSCI EAFE ETF
IEFA
$188B
$1.31M 0.34%
15,639
– –
1 2
3
4 5

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Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PP
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MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
OA
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JF
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MC
Machina Capital Paris, France $508M AUM 9.91% 1-Year Est. Return
NIEF
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MCM
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Aries Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Aries Wealth Management held 234 positions worth $383M, up 3.9% from $368M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Aries Wealth Management's Q2 2025 filing shows 8 new, 38 increased, 84 reduced and 17 closed positions. Its largest new stake was Alibaba: 2,015 shares worth $229K. The largest sale was ExxonMobil, an estimated $1.5M.

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

  • Aries Wealth Management's largest Q2 2025 buy was Alibaba: 2,015 shares worth $229K.
  • Aries Wealth Management added most to iShares MSCI EAFE ETF in Q2 2025, an estimated $1.19M increase.
  • Aries Wealth Management's biggest Q2 2025 reduction was ExxonMobil, cutting an estimated $1.5M.
  • Aries Wealth Management fully exited State Street Industrial Select Sector SPDR ETF in Q2 2025, selling an estimated $467K.
  • Aries Wealth Management's ten largest holdings make up 32% of its $383M portfolio in Q2 2025.
  • Aries Wealth Management opened 8 new positions and closed 17 in Q2 2025.
  • Aries Wealth Management's portfolio value rose 3.9% quarter-over-quarter to $383M.

Based on Aries Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.