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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
GBTC icon
101
Grayscale Bitcoin Trust
GBTC
$9.55B
$938K 0.21%
13,720
-825
-6% -$64.7K
VXF icon
102
Vanguard Extended Market ETF
VXF
$30B
$914K 0.2%
4,369
– –
MMM icon
103
3M
MMM
$91.8B
$913K 0.2%
5,703
– –
EMR icon
104
Emerson Electric
EMR
$81.6B
$905K 0.2%
6,820
+151
+2% +$20K
PI icon
105
Impinj
PI
$4.25B
$870K 0.19%
5,000
– –
AZN icon
106
AstraZeneca
AZN
$269B
$867K 0.19%
4,714
+90
+2% +$15.8K
KO icon
107
Coca-Cola
KO
$384B
$852K 0.19%
12,190
– –
ETHE
108
Grayscale Ethereum Staking ETF Shares
ETHE
$1.53B
$804K 0.18%
32,977
-2,100
-6% -$59.7K
NFLX icon
109
Netflix
NFLX
$307B
$780K 0.17%
8,320
+3,500
+73% +$377K
SHV icon
110
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$778K 0.17%
7,064
+650
+10% +$71.7K
AXP icon
111
American Express
AXP
$224B
$776K 0.17%
2,098
+25
+1% +$8.95K
TRV icon
112
Travelers Companies
TRV
$81.2B
$771K 0.17%
2,658
– –
CRM icon
113
Salesforce
CRM
$154B
$769K 0.17%
2,903
+40
+1% +$9.94K
ACWX icon
114
iShares MSCI ACWI ex US ETF
ACWX
$11.2B
$759K 0.17%
11,302
– –
PFE icon
115
Pfizer
PFE
$144B
$758K 0.17%
30,437
-1,000
-3% -$25.2K
MNST icon
116
Monster Beverage
MNST
$95.2B
$744K 0.16%
9,700
– –
AXSM icon
117
Axsome Therapeutics
AXSM
$11.7B
$731K 0.16%
4,000
– –
SUSL icon
118
iShares ESG MSCI USA Leaders ETF
SUSL
$1.1B
$725K 0.16%
5,976
– –
MRSH
119
Marsh
MRSH
$94.3B
$710K 0.16%
3,829
-4
-0.1% -$748
KOD icon
120
Kodiak Sciences
KOD
$2.51B
$699K 0.15%
25,000
– –
XLV icon
121
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$688K 0.15%
4,444
-450
-9% -$67.4K
IVV icon
122
iShares Core S&P 500 ETF
IVV
$859B
$679K 0.15%
992
+49
+5% +$33.3K
TMUS icon
123
T-Mobile US
TMUS
$195B
$663K 0.15%
3,265
-3,551
-52% -$753K
ETN icon
124
Eaton
ETN
$141B
$648K 0.14%
2,035
+10
+0.5% +$3.54K
WSM icon
125
Williams-Sonoma
WSM
$27.5B
$640K 0.14%
3,583
-77
-2% -$14.4K
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 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.