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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
MCK icon
101
McKesson
MCK
$104B
$813K 0.22%
1,208
– –
XLV icon
102
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$801K 0.22%
5,485
+127
+2% +$18.4K
EMR icon
103
Emerson Electric
EMR
$81.6B
$801K 0.22%
7,303
– –
XLE icon
104
State Street Energy Select Sector SPDR ETF
XLE
$39B
$777K 0.21%
16,622
+2,108
+15% +$95K
PFE icon
105
Pfizer
PFE
$143B
$763K 0.21%
30,129
-3,090
-9% -$80.9K
VXF icon
106
Vanguard Extended Market ETF
VXF
$30B
$753K 0.2%
4,369
– –
AVGO icon
107
Broadcom
AVGO
$1.76T
$747K 0.2%
4,460
-40
-0.9% -$8.47K
DIS icon
108
Walt Disney
DIS
$171B
$745K 0.2%
7,544
-293
-4% -$31.5K
SHV icon
109
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$737K 0.2%
6,674
+15
+0.2% +$1.65K
UBER icon
110
Uber
UBER
$145B
$715K 0.19%
+9,818
New +$707K
AZN icon
111
AstraZeneca
AZN
$269B
$702K 0.19%
4,774
-15
-0.3% -$2.17K
ETH
112
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
$694K 0.19%
40,328
+18,896
+88% +$469K
EEMV icon
113
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.36B
$693K 0.19%
11,878
-377
-3% -$22K
HON icon
114
Honeywell
HON
$76.4B
$685K 0.19%
3,431
-312
-8% -$63.1K
ADBE icon
115
Adobe
ADBE
$105B
$673K 0.18%
1,755
+520
+42% +$223K
SHEL icon
116
Shell
SHEL
$244B
$631K 0.17%
8,610
-16
-0.2% -$1.08K
IWF icon
117
iShares Russell 1000 Growth ETF
IWF
$117B
$613K 0.17%
6,796
-284
-4% -$28K
GEV icon
118
GE Vernova
GEV
$240B
$604K 0.16%
1,980
– –
BND icon
119
Vanguard Total Bond Market
BND
$158B
$583K 0.16%
7,940
– –
CHKP icon
120
Check Point Software Technologies
CHKP
$14.3B
$580K 0.16%
2,543
+456
+22% +$96.6K
WSM icon
121
Williams-Sonoma
WSM
$27.5B
$579K 0.16%
3,660
– –
RNR icon
122
RenaissanceRe
RNR
$13.8B
$576K 0.16%
2,400
– –
SUSL icon
123
iShares ESG MSCI USA Leaders ETF
SUSL
$1.1B
$573K 0.16%
5,976
– –
KLAC icon
124
KLA
KLAC
$222B
$572K 0.16%
8,420
– –
MNST icon
125
Monster Beverage
MNST
$95.1B
$568K 0.15%
9,700
– –
3 4
5
6 7

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 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.