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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
+9.09%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$423M
AUM Growth
+$40M
Cap. Flow
+$10.2M
Cap. Flow %
2.41%
Top 10 Hldgs %
33.37%
Holding
232
New
15
Increased
53
Reduced
53
Closed
1

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.19M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.11M
3
VTV icon
Vanguard Value ETF
VTV
+$515K
4
VB icon
Vanguard Small-Cap ETF
VB
+$463K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$428K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$218K
2
ZTS icon
Zoetis
ZTS
+$214K
3
META icon
Meta Platforms (Facebook)
META
+$195K
4
AVGO icon
Broadcom
AVGO
+$170K
5
AAPL icon
Apple
AAPL
+$168K

Sector Composition

Rank Sector Weight
1 Technology 14.89%
2 Industrials 6.64%
3 Healthcare 6.47%
4 Financials 6.36%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
76
iShares Core MSCI EAFE ETF
IEFA
$186B
$1.37M 0.32%
15,639
– –
GBTC icon
77
Grayscale Bitcoin Trust
GBTC
$9.54B
$1.31M 0.31%
14,545
– –
AVGO icon
78
Broadcom
AVGO
$1.76T
$1.29M 0.3%
3,905
-555
-12% -$170K
GOOG icon
79
Alphabet (Google) Class C
GOOG
$4.11T
$1.25M 0.3%
5,142
+85
+2% +$17.9K
TXN icon
80
Texas Instruments
TXN
$248B
$1.25M 0.29%
6,777
+439
+7% +$85.8K
GEV icon
81
GE Vernova
GEV
$240B
$1.22M 0.29%
1,980
– –
KKR icon
82
KKR & Co
KKR
$89.1B
$1.22M 0.29%
9,364
-40
-0.4% -$5.68K
ETHE
83
Grayscale Ethereum Staking ETF Shares
ETHE
$1.53B
$1.2M 0.28%
35,077
-215
-0.6% -$6.96K
UNP icon
84
Union Pacific
UNP
$174B
$1.14M 0.27%
4,830
+32
+0.7% +$7.21K
RSP icon
85
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
$1.14M 0.27%
6,008
– –
LIN icon
86
Linde
LIN
$236B
$1.13M 0.27%
2,385
– –
CL icon
87
Colgate-Palmolive
CL
$74.8B
$1.13M 0.27%
14,157
+285
+2% +$24.3K
LOW icon
88
Lowe's Companies
LOW
$121B
$1.13M 0.27%
4,484
– –
NEE icon
89
NextEra Energy
NEE
$184B
$1.13M 0.27%
14,923
-407
-3% -$29.7K
RKLB icon
90
Rocket Lab Corp
RKLB
$36.6B
$1.12M 0.27%
23,438
-1,270
-5% -$57.6K
UBER icon
91
Uber
UBER
$145B
$1.11M 0.26%
11,355
+127
+1% +$11.9K
CI icon
92
Cigna
CI
$78.4B
$1.1M 0.26%
3,827
– –
MA icon
93
Mastercard
MA
$498B
$1.09M 0.26%
1,912
-15
-0.8% -$8.61K
XLK icon
94
State Street Technology Select Sector SPDR ETF
XLK
$109B
$1.07M 0.25%
7,590
– –
CSCO icon
95
Cisco
CSCO
$443B
$1.06M 0.25%
15,559
– –
INDB icon
96
Independent Bank
INDB
$4.04B
$1.04M 0.25%
15,100
– –
VGK icon
97
Vanguard FTSE Europe ETF
VGK
$30.1B
$998K 0.24%
12,500
– –
MCK icon
98
McKesson
MCK
$104B
$933K 0.22%
1,208
– –
VXF icon
99
Vanguard Extended Market ETF
VXF
$30B
$915K 0.22%
4,369
– –
KLAC icon
100
KLA
KLAC
$222B
$907K 0.21%
8,410
-10
-0.1% -$933
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 Q3 2025 Portfolio in Review

As of Q3 2025, Aries Wealth Management held 232 positions worth $423M, up 10% from $383M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Aries Wealth Management's Q3 2025 filing shows 15 new, 53 increased, 53 reduced and 1 closed positions. Its largest new stake was Grayscale CoinDesk Crypto 5 ETF: 6,958 shares worth $389K. The largest sale was NVIDIA, an estimated $218K.

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

  • Aries Wealth Management's largest Q3 2025 buy was Grayscale CoinDesk Crypto 5 ETF: 6,958 shares worth $389K.
  • Aries Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q3 2025, an estimated $3.19M increase.
  • Aries Wealth Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $218K.
  • Aries Wealth Management fully exited Zoetis in Q3 2025, selling an estimated $214K.
  • Aries Wealth Management's ten largest holdings make up 33% of its $423M portfolio in Q3 2025.
  • Aries Wealth Management opened 15 new positions and closed 1 in Q3 2025.
  • Aries Wealth Management's portfolio value rose 10% quarter-over-quarter to $423M.

Based on Aries Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.