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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
-0.43%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$455M
AUM Growth
+$3.18M
Cap. Flow
+$12.1M
Cap. Flow %
2.66%
Top 10 Hldgs %
33.76%
Holding
245
New
12
Increased
47
Reduced
63
Closed
11

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.44M
2
VB icon
Vanguard Small-Cap ETF
VB
+$2.03M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.26M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$998K

Top Sells

Rank Stock Value
1
GDX icon
VanEck Gold Miners ETF
GDX
+$981K
2
AEM icon
Agnico Eagle Mines
AEM
+$944K
3
ADBE icon
Adobe
ADBE
+$622K
4
ORCL icon
Oracle
ORCL
+$507K
5
RKLB icon
Rocket Lab Corp
RKLB
+$478K

Sector Composition

Rank Sector Weight
1 Technology 11.88%
2 Industrials 7.27%
3 Healthcare 6.55%
4 Financials 5.34%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
51
Chevron
CVX
$374B
$1.99M 0.44%
9,609
– –
VEA icon
52
Vanguard FTSE Developed Markets ETF
VEA
$225B
$1.99M 0.44%
31,000
– –
BTC
53
Grayscale Bitcoin Mini Trust ETF
BTC
$3.38B
$1.91M 0.42%
63,702
+13,241
+26% +$447K
ABT icon
54
Abbott
ABT
$187B
$1.88M 0.41%
18,306
+400
+2% +$45.2K
ETH
55
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
$1.87M 0.41%
94,302
+28,305
+43% +$641K
GE icon
56
GE Aerospace
GE
$377B
$1.85M 0.41%
6,506
-522
-7% -$164K
MCD icon
57
McDonald's
MCD
$194B
$1.8M 0.4%
5,804
– –
VCSH icon
58
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.8M 0.4%
22,687
-500
-2% -$39.8K
IDXX icon
59
Idexx Laboratories
IDXX
$44.9B
$1.79M 0.39%
3,189
+12
+0.4% +$7.7K
VTIP icon
60
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$1.79M 0.39%
35,802
+4,236
+13% +$211K
XLE icon
61
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
$1.76M 0.39%
28,748
+17,370
+153% +$932K
JPST icon
62
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$1.75M 0.39%
34,615
+1,700
+5% +$86.1K
GEV icon
63
GE Vernova
GEV
$251B
$1.61M 0.35%
1,849
-131
-7% -$102K
JMST icon
64
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$1.6M 0.35%
31,470
+11,800
+60% +$602K
PXF icon
65
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.83B
$1.6M 0.35%
22,932
-474
-2% -$33.5K
ITW icon
66
Illinois Tool Works
ITW
$84.9B
$1.59M 0.35%
6,098
– –
BRK.B icon
67
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.54M 0.34%
3,220
-127
-4% -$62.3K
ADP icon
68
Automatic Data Processing
ADP
$106B
$1.54M 0.34%
7,587
– –
BLK icon
69
Blackrock
BLK
$170B
$1.52M 0.33%
1,583
– –
VEU icon
70
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$1.47M 0.32%
19,547
-62
-0.3% -$4.8K
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$113B
$1.45M 0.32%
6,735
– –
NVDA icon
72
NVIDIA
NVDA
$4.77T
$1.45M 0.32%
8,286
-500
-6% -$91.7K
IEFA icon
73
iShares Core MSCI EAFE ETF
IEFA
$187B
$1.42M 0.31%
15,639
– –
GOOG icon
74
Alphabet (Google) Class C
GOOG
$4.07T
$1.4M 0.31%
4,877
– –
BSV icon
75
Vanguard Short-Term Bond ETF
BSV
$44.7B
$1.34M 0.29%
17,026
-130
-0.8% -$10.2K
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 2026 Portfolio in Review

As of Q1 2026, Aries Wealth Management held 245 positions worth $455M, up 0.7% from $452M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Aries Wealth Management's Q1 2026 filing shows 12 new, 47 increased, 63 reduced and 11 closed positions. Its largest new stake was ServiceNow: 7,936 shares worth $830K. The largest sale was VanEck Gold Miners ETF, an estimated $981K.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Industrials and Healthcare.

  • Aries Wealth Management's largest Q1 2026 buy was ServiceNow: 7,936 shares worth $830K.
  • Aries Wealth Management added most to iShares 0-3 Month Treasury Bond ETF in Q1 2026, an estimated $2.44M increase.
  • Aries Wealth Management's biggest Q1 2026 reduction was VanEck Gold Miners ETF, cutting an estimated $981K.
  • Aries Wealth Management fully exited Adobe in Q1 2026, selling an estimated $622K.
  • Aries Wealth Management's ten largest holdings make up 34% of its $455M portfolio in Q1 2026.
  • Aries Wealth Management opened 12 new positions and closed 11 in Q1 2026.
  • Aries Wealth Management's portfolio value rose 0.7% quarter-over-quarter to $455M.

Based on Aries Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.