Aries Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$2.66M |
| 2 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$694K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$509K |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$508K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$403K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$491K |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$291K |
| 3 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$269K |
| 4 |
RTN
Raytheon Company
RTN
|
+$222K |
| 5 |
Church & Dwight Co
CHD
|
+$215K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.27% |
| 2 | Healthcare | 10.75% |
| 3 | Consumer Staples | 6.51% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Financials | 6.24% |
Similar funds
Aries Wealth Management's Q2 2020 Portfolio in Review
As of Q2 2020, Aries Wealth Management held 151 positions worth $164M, up 25% from $131M the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Aries Wealth Management deployed $9.24M of net new capital in Q2 2020, opening 19 new positions and adding to 69 existing holdings. Its largest new stake was Vanguard Intermediate-Term Bond ETF: 4,162 shares worth $388K.
By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Consumer Staples.
On the sell side, the largest reduction was Invesco S&P 500 Low Volatility ETF, an estimated $491K trimmed.
- Aries Wealth Management's largest Q2 2020 buy was Vanguard Intermediate-Term Bond ETF: 4,162 shares worth $388K.
- Aries Wealth Management added most to State Street SPDR Portfolio Short Term Treasury ETF in Q2 2020, an estimated $2.66M increase.
- Aries Wealth Management's biggest Q2 2020 reduction was Invesco S&P 500 Low Volatility ETF, cutting an estimated $491K.
- Aries Wealth Management fully exited iShares Russell 2000 ETF in Q2 2020, selling an estimated $291K.
- Aries Wealth Management's ten largest holdings make up 37% of its $164M portfolio in Q2 2020.
- Aries Wealth Management opened 19 new positions and closed 6 in Q2 2020.
- Aries Wealth Management's portfolio value rose 25% quarter-over-quarter to $164M.
Based on Aries Wealth Management's 13F filing for Q2 2020, filed 9 Jul 2020.