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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
+8.93%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$383M
AUM Growth
+$14.4M
Cap. Flow
-$10.7M
Cap. Flow %
-2.8%
Top 10 Hldgs %
32.42%
Holding
234
New
8
Increased
38
Reduced
84
Closed
17

Top Buys

Rank Stock Value
1
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.19M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$859K
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$593K
4
VB icon
Vanguard Small-Cap ETF
VB
+$509K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$471K

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$1.5M
2
UNH icon
UnitedHealth
UNH
+$1.27M
3
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$639K

Sector Composition

Rank Sector Weight
1 Technology 14.97%
2 Financials 6.74%
3 Healthcare 6.49%
4 Industrials 6.37%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
126
Vanguard Total Bond Market
BND
$158B
$585K 0.15%
7,940
– –
RNR icon
127
RenaissanceRe
RNR
$13.9B
$583K 0.15%
2,400
– –
AMP icon
128
Ameriprise Financial
AMP
$48B
$577K 0.15%
1,082
– –
XLE icon
129
State Street Energy Select Sector SPDR ETF
XLE
$39.1B
$572K 0.15%
13,488
-3,134
-19% -$131K
CHKP icon
130
Check Point Software Technologies
CHKP
$13.9B
$563K 0.15%
2,543
– –
PI icon
131
Impinj
PI
$3.86B
$555K 0.15%
5,000
-130
-3% -$12.9K
DHR icon
132
Danaher
DHR
$147B
$539K 0.14%
2,728
– –
MUB icon
133
iShares National Muni Bond ETF
MUB
$45.2B
$520K 0.14%
4,980
– –
IWF icon
134
iShares Russell 1000 Growth ETF
IWF
$118B
$512K 0.13%
4,820
-1,976
-29% -$189K
FTSM icon
135
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$509K 0.13%
8,500
– –
STT icon
136
State Street
STT
$49.7B
$508K 0.13%
4,779
– –
HUBB icon
137
Hubbell
HUBB
$25.9B
$502K 0.13%
1,228
– –
EFAV icon
138
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.32B
$486K 0.13%
5,776
-12,964
-69% -$1.06M
TTE icon
139
TotalEnergies
TTE
$189B
$480K 0.13%
7,822
-15
-0.2% -$890
XLF icon
140
State Street Financial Select Sector SPDR ETF
XLF
$57B
$479K 0.13%
9,137
-1,173
-11% -$58.1K
NXPI icon
141
NXP Semiconductors
NXPI
$66.8B
$477K 0.12%
2,182
– –
FSK icon
142
FS KKR Capital
FSK
$3.01B
$474K 0.12%
22,865
– –
UNM icon
143
Unum
UNM
$14B
$472K 0.12%
5,846
– –
IEMG icon
144
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
$461K 0.12%
7,673
– –
MELI icon
145
Mercado Libre
MELI
$94B
$457K 0.12%
175
– –
GS icon
146
Goldman Sachs
GS
$303B
$456K 0.12%
644
– –
CEG icon
147
Constellation Energy
CEG
$94.6B
$452K 0.12%
1,399
-22
-2% -$5.82K
EEMV icon
148
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.39B
$450K 0.12%
7,167
-4,711
-40% -$283K
TDIV icon
149
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.05B
$449K 0.12%
4,975
– –
ORLY icon
150
O'Reilly Automotive
ORLY
$76.8B
$447K 0.12%
4,965
– –
4 5
6
7 8

Similar funds

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 Q2 2025 Portfolio in Review

As of Q2 2025, Aries Wealth Management held 234 positions worth $383M, up 3.9% from $368M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Aries Wealth Management's Q2 2025 filing shows 8 new, 38 increased, 84 reduced and 17 closed positions. Its largest new stake was Alibaba: 2,015 shares worth $229K. The largest sale was ExxonMobil, an estimated $1.5M.

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

  • Aries Wealth Management's largest Q2 2025 buy was Alibaba: 2,015 shares worth $229K.
  • Aries Wealth Management added most to iShares MSCI EAFE ETF in Q2 2025, an estimated $1.19M increase.
  • Aries Wealth Management's biggest Q2 2025 reduction was ExxonMobil, cutting an estimated $1.5M.
  • Aries Wealth Management fully exited State Street Industrial Select Sector SPDR ETF in Q2 2025, selling an estimated $467K.
  • Aries Wealth Management's ten largest holdings make up 32% of its $383M portfolio in Q2 2025.
  • Aries Wealth Management opened 8 new positions and closed 17 in Q2 2025.
  • Aries Wealth Management's portfolio value rose 3.9% quarter-over-quarter to $383M.

Based on Aries Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.