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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
CI icon
76
Cigna
CI
$79B
$1.27M 0.33%
3,827
-85
-2% -$27.4K
CL icon
77
Colgate-Palmolive
CL
$75.4B
$1.26M 0.33%
13,872
-27
-0.2% -$2.46K
KKR icon
78
KKR & Co
KKR
$91.6B
$1.25M 0.33%
9,404
– –
FBTC icon
79
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$1.25M 0.33%
13,262
+680
+5% +$58.5K
GBTC icon
80
Grayscale Bitcoin Trust
GBTC
$9.58B
$1.23M 0.32%
14,545
-350
-2% -$27.2K
AVGO icon
81
Broadcom
AVGO
$1.81T
$1.23M 0.32%
4,460
– –
LIN icon
82
Linde
LIN
$239B
$1.12M 0.29%
2,385
-4
-0.2% -$1.83K
UNP icon
83
Union Pacific
UNP
$178B
$1.1M 0.29%
4,798
+40
+0.8% +$8.88K
RSP icon
84
Invesco S&P 500 Equal Weight ETF
RSP
$98.3B
$1.09M 0.29%
6,008
-1,153
-16% -$199K
MA icon
85
Mastercard
MA
$496B
$1.08M 0.28%
1,927
– –
CSCO icon
86
Cisco
CSCO
$460B
$1.08M 0.28%
15,559
-740
-5% -$45.5K
NEE icon
87
NextEra Energy
NEE
$188B
$1.06M 0.28%
15,330
-1,431
-9% -$99.4K
GEV icon
88
GE Vernova
GEV
$250B
$1.05M 0.27%
1,980
– –
UBER icon
89
Uber
UBER
$142B
$1.05M 0.27%
11,228
+1,410
+14% +$116K
ETH
90
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
$1.01M 0.26%
42,678
+2,350
+6% +$48.6K
LOW icon
91
Lowe's Companies
LOW
$122B
$995K 0.26%
4,484
– –
VGK icon
92
Vanguard FTSE Europe ETF
VGK
$30.2B
$969K 0.25%
12,500
+500
+4% +$36.9K
XLK icon
93
State Street Technology Select Sector SPDR ETF
XLK
$112B
$961K 0.25%
7,590
-324
-4% -$36K
INDB icon
94
Independent Bank
INDB
$4.13B
$950K 0.25%
15,100
– –
EMR icon
95
Emerson Electric
EMR
$84.8B
$909K 0.24%
6,819
-484
-7% -$55.5K
DIS icon
96
Walt Disney
DIS
$171B
$907K 0.24%
7,314
-230
-3% -$23.9K
GOOG icon
97
Alphabet (Google) Class C
GOOG
$4.06T
$897K 0.23%
5,057
-460
-8% -$76K
MCK icon
98
McKesson
MCK
$102B
$885K 0.23%
1,208
– –
RKLB icon
99
Rocket Lab Corp
RKLB
$39.9B
$884K 0.23%
24,708
– –
MMM icon
100
3M
MMM
$94.7B
$875K 0.23%
5,748
– –
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
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 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.