We are live on ! Find out more
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
KO icon
101
Coca-Cola
KO
$362B
$862K 0.23%
12,190
-218
-2% -$15.5K
VXF icon
102
Vanguard Extended Market ETF
VXF
$30.5B
$842K 0.22%
4,369
– –
MRSH
103
Marsh
MRSH
$87.5B
$839K 0.22%
3,837
– –
MDLZ icon
104
Mondelez International
MDLZ
$77.9B
$827K 0.22%
12,263
+91
+0.7% +$6.07K
KLAC icon
105
KLA
KLAC
$266B
$754K 0.2%
8,420
– –
HON icon
106
Honeywell
HON
$77.9B
$753K 0.2%
3,431
– –
PFE icon
107
Pfizer
PFE
$141B
$738K 0.19%
30,437
+308
+1% +$7.18K
ETHE
108
Grayscale Ethereum Staking ETF Shares
ETHE
$1.58B
$736K 0.19%
35,292
-780
-2% -$14.2K
ETN icon
109
Eaton
ETN
$155B
$723K 0.19%
2,025
– –
TRV icon
110
Travelers Companies
TRV
$81.4B
$711K 0.19%
2,658
-960
-27% -$253K
SHV icon
111
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$700K 0.18%
6,339
-335
-5% -$36.9K
ACWX icon
112
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
$693K 0.18%
11,367
+3,906
+52% +$226K
AZN icon
113
AstraZeneca
AZN
$263B
$667K 0.17%
4,774
– –
AXP icon
114
American Express
AXP
$229B
$661K 0.17%
2,073
– –
XLV icon
115
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$660K 0.17%
4,894
-591
-11% -$79.8K
ARES icon
116
Ares Management
ARES
$28.8B
$658K 0.17%
3,799
– –
SUSL icon
117
iShares ESG MSCI USA Leaders ETF
SUSL
$1.11B
$648K 0.17%
5,976
– –
NFLX icon
118
Netflix
NFLX
$293B
$645K 0.17%
4,820
– –
SHEL icon
119
Shell
SHEL
$239B
$641K 0.17%
9,100
+490
+6% +$32.8K
BMY icon
120
Bristol-Myers Squibb
BMY
$128B
$634K 0.17%
13,694
-685
-5% -$33.6K
CRM icon
121
Salesforce
CRM
$142B
$618K 0.16%
2,266
+526
+30% +$141K
ADBE icon
122
Adobe
ADBE
$94.5B
$617K 0.16%
1,594
-161
-9% -$62K
MNST icon
123
Monster Beverage
MNST
$93.2B
$608K 0.16%
9,700
– –
WSM icon
124
Williams-Sonoma
WSM
$27.6B
$598K 0.16%
3,660
– –
IVV icon
125
iShares Core S&P 500 ETF
IVV
$869B
$586K 0.15%
943
– –
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
JF
JSF Financial Los Angeles, California $510M AUM 21.25% 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

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.