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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
+3.04%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$452M
AUM Growth
+$29M
Cap. Flow
+$20M
Cap. Flow %
4.42%
Top 10 Hldgs %
33.89%
Holding
242
New
11
Increased
63
Reduced
69
Closed
9

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.68M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.91M
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.62M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.54M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.51M

Top Sells

Rank Stock Value
1
TMUS icon
T-Mobile US
TMUS
+$753K
2
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$406K
3
AEM icon
Agnico Eagle Mines
AEM
+$278K
4
STZ icon
Constellation Brands
STZ
+$276K
5
NVDA icon
NVIDIA
NVDA
+$270K

Sector Composition

Rank Sector Weight
1 Technology 13.9%
2 Healthcare 6.82%
3 Industrials 6.59%
4 Financials 5.97%
5 Consumer Discretionary 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
76
Oracle
ORCL
$339B
$1.36M 0.3%
6,968
+87
+1% +$20.7K
BSV icon
77
Vanguard Short-Term Bond ETF
BSV
$44.7B
$1.35M 0.3%
17,156
-773
-4% -$61K
GEV icon
78
GE Vernova
GEV
$240B
$1.29M 0.29%
1,980
– –
CSCO icon
79
Cisco
CSCO
$443B
$1.2M 0.27%
15,559
– –
UNP icon
80
Union Pacific
UNP
$174B
$1.18M 0.26%
5,080
+250
+5% +$57.1K
FBTC icon
81
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$1.17M 0.26%
15,412
+1,585
+11% +$138K
RSP icon
82
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
$1.15M 0.25%
6,008
– –
NEE icon
83
NextEra Energy
NEE
$184B
$1.13M 0.25%
14,124
-799
-5% -$66.2K
KKR icon
84
KKR & Co
KKR
$89.1B
$1.13M 0.25%
8,864
-500
-5% -$62.2K
TXN icon
85
Texas Instruments
TXN
$248B
$1.13M 0.25%
6,488
-289
-4% -$49.5K
CL icon
86
Colgate-Palmolive
CL
$74.8B
$1.11M 0.25%
14,062
-95
-0.7% -$7.45K
MA icon
87
Mastercard
MA
$498B
$1.11M 0.25%
1,939
+27
+1% +$15.1K
UBER icon
88
Uber
UBER
$145B
$1.1M 0.24%
13,461
+2,106
+19% +$190K
CTA icon
89
Simplify Managed Futures Strategy ETF
CTA
$1.57B
$1.1M 0.24%
40,306
-14,785
-27% -$406K
XLK icon
90
State Street Technology Select Sector SPDR ETF
XLK
$109B
$1.09M 0.24%
7,590
– –
INDB icon
91
Independent Bank
INDB
$4.04B
$1.09M 0.24%
14,872
-228
-2% -$16.2K
LOW icon
92
Lowe's Companies
LOW
$121B
$1.08M 0.24%
4,484
– –
MUB icon
93
iShares National Muni Bond ETF
MUB
$45.2B
$1.08M 0.24%
10,080
+5,100
+102% +$546K
CI icon
94
Cigna
CI
$78.4B
$1.05M 0.23%
3,827
– –
VGK icon
95
Vanguard FTSE Europe ETF
VGK
$30.1B
$1.05M 0.23%
12,500
– –
KLAC icon
96
KLA
KLAC
$222B
$1.02M 0.23%
8,410
– –
JMST icon
97
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$1M 0.22%
19,670
+14,240
+262% +$725K
LIN icon
98
Linde
LIN
$236B
$995K 0.22%
2,334
-51
-2% -$21.8K
MCK icon
99
McKesson
MCK
$104B
$991K 0.22%
1,208
– –
DIS icon
100
Walt Disney
DIS
$171B
$946K 0.21%
8,314
+1,000
+14% +$110K
2 3
4
5 6

Similar funds

PWMG
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
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 Q4 2025 Portfolio in Review

As of Q4 2025, Aries Wealth Management held 242 positions worth $452M, up 6.9% from $423M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Aries Wealth Management deployed $20M of net new capital in Q4 2025, opening 11 new positions and adding to 63 existing holdings. Its largest new stake was iShares 0-3 Month Treasury Bond ETF: 66,450 shares worth $6.67M.

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

On the sell side, the largest reduction was T-Mobile US, an estimated $753K trimmed.

  • Aries Wealth Management's largest Q4 2025 buy was iShares 0-3 Month Treasury Bond ETF: 66,450 shares worth $6.67M.
  • Aries Wealth Management added most to iShares MSCI EAFE ETF in Q4 2025, an estimated $1.91M increase.
  • Aries Wealth Management's biggest Q4 2025 reduction was T-Mobile US, cutting an estimated $753K.
  • Aries Wealth Management fully exited Constellation Brands in Q4 2025, selling an estimated $276K.
  • Aries Wealth Management's ten largest holdings make up 34% of its $452M portfolio in Q4 2025.
  • Aries Wealth Management opened 11 new positions and closed 9 in Q4 2025.
  • Aries Wealth Management's portfolio value rose 6.9% quarter-over-quarter to $452M.

Based on Aries Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.