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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
PI icon
101
Impinj
PI
$4.13B
$904K 0.21%
5,000
– –
MMM icon
102
3M
MMM
$92.4B
$885K 0.21%
5,703
-45
-0.8% -$6.94K
EMR icon
103
Emerson Electric
EMR
$82.2B
$875K 0.21%
6,669
-150
-2% -$20.5K
DIS icon
104
Walt Disney
DIS
$171B
$837K 0.2%
7,314
– –
KO icon
105
Coca-Cola
KO
$385B
$808K 0.19%
12,190
– –
PFE icon
106
Pfizer
PFE
$144B
$801K 0.19%
31,437
+1,000
+3% +$24.7K
MRSH
107
Marsh
MRSH
$94B
$772K 0.18%
3,833
-4
-0.1% -$823
MDLZ icon
108
Mondelez International
MDLZ
$83.9B
$765K 0.18%
12,247
-16
-0.1% -$1.03K
ETN icon
109
Eaton
ETN
$141B
$758K 0.18%
2,025
– –
TRV icon
110
Travelers Companies
TRV
$82.2B
$742K 0.18%
2,658
– –
ACWX icon
111
iShares MSCI ACWI ex US ETF
ACWX
$11.2B
$735K 0.17%
11,302
-65
-0.6% -$4.06K
WSM icon
112
Williams-Sonoma
WSM
$27.4B
$715K 0.17%
3,660
– –
AZN icon
113
AstraZeneca
AZN
$270B
$710K 0.17%
4,624
-150
-3% -$22.7K
SHV icon
114
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$709K 0.17%
6,414
+75
+1% +$8.27K
SUSL icon
115
iShares ESG MSCI USA Leaders ETF
SUSL
$1.11B
$699K 0.17%
5,976
– –
AXP icon
116
American Express
AXP
$226B
$689K 0.16%
2,073
– –
XLV icon
117
State Street Health Care Select Sector SPDR ETF
XLV
$43.1B
$681K 0.16%
4,894
– –
HON icon
118
Honeywell
HON
$76.8B
$681K 0.16%
3,431
– –
CRM icon
119
Salesforce
CRM
$154B
$679K 0.16%
2,863
+597
+26% +$151K
MNST icon
120
Monster Beverage
MNST
$95.4B
$653K 0.15%
9,700
– –
IVV icon
121
iShares Core S&P 500 ETF
IVV
$865B
$631K 0.15%
943
– –
ADBE icon
122
Adobe
ADBE
$105B
$623K 0.15%
1,767
+173
+11% +$62.1K
RNR icon
123
RenaissanceRe
RNR
$13.8B
$609K 0.14%
2,400
– –
ARES icon
124
Ares Management
ARES
$28.1B
$607K 0.14%
3,798
-1
-0% -$180
BND icon
125
Vanguard Total Bond Market
BND
$158B
$590K 0.14%
7,940
– –
3 4
5
6 7

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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 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.