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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
-0.33%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$368M
AUM Growth
+$5.07M
Cap. Flow
+$11.3M
Cap. Flow %
3.06%
Top 10 Hldgs %
30.53%
Holding
237
New
14
Increased
92
Reduced
47
Closed
11

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$1.46M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.05M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$717K
4
UBER icon
Uber
UBER
+$707K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$670K

Top Sells

Rank Stock Value
1
TREX icon
Trex
TREX
+$1.19M
2
ITW icon
Illinois Tool Works
ITW
+$783K
3
MRSH
Marsh
MRSH
+$400K
4
AAPL icon
Apple
AAPL
+$394K
5
NVO
Novo Nordisk
NVO
+$375K

Sector Composition

Rank Sector Weight
1 Technology 14%
2 Healthcare 8.04%
3 Financials 6.85%
4 Industrials 5.85%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHR icon
126
Danaher
DHR
$138B
$559K 0.15%
2,728
+507
+23% +$111K
AXP icon
127
American Express
AXP
$224B
$558K 0.15%
2,073
– –
ARES icon
128
Ares Management
ARES
$28.1B
$557K 0.15%
3,799
– –
ETN icon
129
Eaton
ETN
$141B
$550K 0.15%
2,025
– –
ETHE
130
Grayscale Ethereum Staking ETF Shares
ETHE
$1.53B
$549K 0.15%
36,072
-75
-0.2% -$1.65K
IVV icon
131
iShares Core S&P 500 ETF
IVV
$858B
$530K 0.14%
943
-226
-19% -$133K
MUB icon
132
iShares National Muni Bond ETF
MUB
$45.2B
$525K 0.14%
4,980
– –
AMP icon
133
Ameriprise Financial
AMP
$47.8B
$524K 0.14%
1,082
– –
STZ icon
134
Constellation Brands
STZ
$22.5B
$517K 0.14%
2,819
+153
+6% +$27.8K
XLF icon
135
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$514K 0.14%
10,310
+1,756
+21% +$88.1K
FTSM icon
136
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
$509K 0.14%
8,500
– –
TTE icon
137
TotalEnergies
TTE
$193B
$507K 0.14%
7,837
– –
IJR icon
138
iShares Core S&P Small-Cap ETF
IJR
$109B
$481K 0.13%
4,603
+2,157
+88% +$243K
FSK icon
139
FS KKR Capital
FSK
$3.01B
$479K 0.13%
22,865
– –
UNM icon
140
Unum
UNM
$13.2B
$476K 0.13%
5,846
– –
ORLY icon
141
O'Reilly Automotive
ORLY
$75.1B
$474K 0.13%
4,965
– –
CRM icon
142
Salesforce
CRM
$154B
$467K 0.13%
1,740
+627
+56% +$195K
XLI icon
143
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$467K 0.13%
3,560
+349
+11% +$47.2K
AXSM icon
144
Axsome Therapeutics
AXSM
$11.7B
$467K 0.13%
4,000
– –
PI icon
145
Impinj
PI
$4.24B
$465K 0.13%
5,130
– –
NFLX icon
146
Netflix
NFLX
$307B
$449K 0.12%
4,820
– –
RKLB icon
147
Rocket Lab Corp
RKLB
$36.6B
$442K 0.12%
24,708
-6,330
-20% -$152K
KMB icon
148
Kimberly-Clark
KMB
$37.6B
$435K 0.12%
3,062
+330
+12% +$44.5K
RSG icon
149
Republic Services
RSG
$67.4B
$430K 0.12%
1,775
+760
+75% +$170K
STT icon
150
State Street
STT
$48.4B
$428K 0.12%
4,779
-500
-9% -$47.8K
4 5
6
7 8

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Aries Wealth Management held 237 positions worth $368M, up 1.4% from $363M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Aries Wealth Management deployed $11.3M of net new capital in Q1 2025, opening 14 new positions and adding to 92 existing holdings. Its largest new stake was Uber: 9,818 shares worth $715K.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 15% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Illinois Tool Works, an estimated $783K trimmed.

  • Aries Wealth Management's largest Q1 2025 buy was Uber: 9,818 shares worth $715K.
  • Aries Wealth Management added most to ExxonMobil in Q1 2025, an estimated $1.46M increase.
  • Aries Wealth Management's biggest Q1 2025 reduction was Illinois Tool Works, cutting an estimated $783K.
  • Aries Wealth Management fully exited Trex in Q1 2025, selling an estimated $1.19M.
  • Aries Wealth Management's ten largest holdings make up 31% of its $368M portfolio in Q1 2025.
  • Aries Wealth Management opened 14 new positions and closed 11 in Q1 2025.
  • Aries Wealth Management's portfolio value rose 1.4% quarter-over-quarter to $368M.

Based on Aries Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.