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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
+12.22%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$509M
AUM Growth
+$54.5M
Cap. Flow
+$11.6M
Cap. Flow %
2.28%
Top 10 Hldgs %
36.32%
Holding
246
New
12
Increased
44
Reduced
71
Closed
4

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$5.15M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$668K
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$650K
5
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$593K

Top Sells

Rank Stock Value
1
HON icon
Honeywell
HON
+$343K
2
RKLB icon
Rocket Lab Corp
RKLB
+$339K
3
TTMI icon
TTM Technologies
TTMI
+$323K
4
CI icon
Cigna
CI
+$297K
5
CCI icon
Crown Castle
CCI
+$230K

Sector Composition

Rank Sector Weight
1 Miscellaneous 52.39%
2 Technology 12.6%
3 Industrials 8.18%
4 Healthcare 6.11%
5 Financials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBB icon
126
Hubbell
HUBB
$24.3B
$631K 0.12%
1,206
– –
GBTC icon
127
Grayscale Bitcoin Trust
GBTC
$12B
$625K 0.12%
13,720
– –
BMY icon
128
Bristol-Myers Squibb
BMY
$136B
$622K 0.12%
10,794
-9
-0.1% -$517
MRSH
129
Marsh
MRSH
$88.6B
$619K 0.12%
3,713
– –
NXPI icon
130
NXP Semiconductors
NXPI
$57.5B
$613K 0.12%
2,182
– –
IWF icon
131
iShares Russell 1000 Growth ETF
IWF
$126B
$598K 0.12%
4,820
– –
SHEL icon
132
Shell
SHEL
$266B
$595K 0.12%
7,672
-290
-4% -$25K
MDLZ icon
133
Mondelez International
MDLZ
$78.2B
$586K 0.12%
10,125
+214
+2% +$12.9K
XLF icon
134
State Street Financial Select Sector SPDR ETF
XLF
$55B
$584K 0.11%
10,899
-2,313
-18% -$120K
TTE icon
135
TotalEnergies
TTE
$196B
$578K 0.11%
7,439
– –
PI icon
136
Impinj
PI
$5.27B
$573K 0.11%
4,000
– –
KOMP icon
137
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.68B
$573K 0.11%
8,010
+120
+2% +$8.14K
TDIV icon
138
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.43B
$572K 0.11%
4,975
– –
URI icon
139
United Rentals
URI
$62.9B
$566K 0.11%
500
– –
ACN icon
140
Accenture
ACN
$114B
$566K 0.11%
4,549
-624
-12% -$108K
BND icon
141
Vanguard Total Bond Market
BND
$163B
$564K 0.11%
7,677
– –
ORCL icon
142
Oracle
ORCL
$457B
$551K 0.11%
3,761
-85
-2% -$15.4K
TMUS icon
143
T-Mobile US
TMUS
$195B
$548K 0.11%
3,265
– –
IAU icon
144
iShares Gold Trust
IAU
$65.8B
$547K 0.11%
7,247
+387
+6% +$32.9K
IJH icon
145
iShares Core S&P Mid-Cap ETF
IJH
$126B
$545K 0.11%
7,071
– –
RNR icon
146
RenaissanceRe
RNR
$13.7B
$532K 0.1%
1,678
– –
CRM icon
147
Salesforce
CRM
$213B
$532K 0.1%
3,394
+665
+24% +$117K
EFAV icon
148
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.5B
$525K 0.1%
5,990
+150
+3% +$13.6K
EEMV icon
149
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.7B
$515K 0.1%
6,844
-43
-0.6% -$3.1K
NUE icon
150
Nucor
NUE
$59.2B
$513K 0.1%
2,305
– –
4 5
6
7 8

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TCM
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SSC
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TGY2IT
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RPSA
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FSA
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RIG
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Aries Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Aries Wealth Management held 246 positions worth $509M, up 12% from $455M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Aries Wealth Management's Q2 2026 filing shows 12 new, 44 increased, 71 reduced and 4 closed positions. Its largest new stake was Honeywell Aerospace: 1,533 shares worth $339K. The largest sale was Honeywell, an estimated $343K.

By sector, the portfolio is most concentrated in Miscellaneous at 52% of assets, up from 52% a quarter earlier, followed by Technology and Industrials.

  • Aries Wealth Management's largest Q2 2026 buy was Honeywell Aerospace: 1,533 shares worth $339K.
  • Aries Wealth Management added most to iShares 0-3 Month Treasury Bond ETF in Q2 2026, an estimated $5.15M increase.
  • Aries Wealth Management's biggest Q2 2026 reduction was Honeywell, cutting an estimated $343K.
  • Aries Wealth Management fully exited Crown Castle in Q2 2026, selling an estimated $230K.
  • Aries Wealth Management's ten largest holdings make up 36% of its $509M portfolio in Q2 2026.
  • Aries Wealth Management opened 12 new positions and closed 4 in Q2 2026.
  • Aries Wealth Management's portfolio value rose 12% quarter-over-quarter to $509M.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.