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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
PXF icon
76
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.91B
$1.23M 0.33%
23,596
+120
+0.5% +$6.12K
NEE icon
77
NextEra Energy
NEE
$183B
$1.19M 0.32%
16,761
+1,098
+7% +$77.5K
IEFA icon
78
iShares Core MSCI EAFE ETF
IEFA
$192B
$1.18M 0.32%
15,639
+664
+4% +$49.7K
BTC
79
Grayscale Bitcoin Mini Trust ETF
BTC
$3.43B
$1.16M 0.32%
31,849
+17,376
+120% +$717K
TXN icon
80
Texas Instruments
TXN
$255B
$1.14M 0.31%
6,344
+131
+2% +$24.5K
UNP icon
81
Union Pacific
UNP
$172B
$1.12M 0.31%
4,758
+117
+3% +$28.2K
LIN icon
82
Linde
LIN
$235B
$1.11M 0.3%
2,389
+372
+18% +$167K
KKR icon
83
KKR & Co
KKR
$90.7B
$1.09M 0.3%
9,404
– –
MA icon
84
Mastercard
MA
$510B
$1.06M 0.29%
1,927
+731
+61% +$398K
LOW icon
85
Lowe's Companies
LOW
$118B
$1.05M 0.28%
4,484
+110
+3% +$27.1K
CSCO icon
86
Cisco
CSCO
$448B
$1.01M 0.27%
16,299
-1,275
-7% -$78.5K
GBTC icon
87
Grayscale Bitcoin Trust
GBTC
$9.73B
$971K 0.26%
14,895
-421
-3% -$31K
TRV icon
88
Travelers Companies
TRV
$78.4B
$957K 0.26%
3,618
+4
+0.1% +$997
INDB icon
89
Independent Bank
INDB
$4.02B
$946K 0.26%
15,100
-1,250
-8% -$82.2K
ORCL icon
90
Oracle
ORCL
$367B
$938K 0.25%
6,706
+1,463
+28% +$238K
MRSH
91
Marsh
MRSH
$91.4B
$936K 0.25%
3,837
-1,762
-31% -$400K
FBTC icon
92
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$906K 0.25%
12,582
+2,241
+22% +$182K
KO icon
93
Coca-Cola
KO
$381B
$889K 0.24%
12,408
+200
+2% +$13.4K
BMY icon
94
Bristol-Myers Squibb
BMY
$132B
$877K 0.24%
14,379
-1,618
-10% -$94.3K
GOOG icon
95
Alphabet (Google) Class C
GOOG
$4.08T
$862K 0.23%
5,517
+440
+9% +$80.6K
MMM icon
96
3M
MMM
$90.8B
$844K 0.23%
5,748
– –
VGK icon
97
Vanguard FTSE Europe ETF
VGK
$30.8B
$843K 0.23%
12,000
– –
VGIT icon
98
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$828K 0.22%
13,942
-884
-6% -$51.7K
MDLZ icon
99
Mondelez International
MDLZ
$80.5B
$826K 0.22%
12,172
+1,371
+13% +$84.5K
XLK icon
100
State Street Technology Select Sector SPDR ETF
XLK
$115B
$817K 0.22%
7,914
+154
+2% +$17.5K
2 3
4
5 6

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
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
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 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.