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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
HON icon
126
Honeywell
HON
$76.4B
$631K 0.14%
3,234
-197
-6% -$38.5K
ADBE icon
127
Adobe
ADBE
$105B
$622K 0.14%
1,777
+10
+0.6% +$3.4K
STT icon
128
State Street
STT
$48.4B
$617K 0.14%
4,779
– –
MDLZ icon
129
Mondelez International
MDLZ
$83.4B
$611K 0.14%
11,352
-895
-7% -$51.5K
GDLC
130
Grayscale CoinDesk Crypto 5 ETF
GDLC
$351M
$603K 0.13%
14,598
+7,640
+110% +$366K
ARES icon
131
Ares Management
ARES
$28.1B
$602K 0.13%
3,726
-72
-2% -$11.2K
SHEL icon
132
Shell
SHEL
$244B
$588K 0.13%
7,997
-252
-3% -$18.6K
BMY icon
133
Bristol-Myers Squibb
BMY
$129B
$583K 0.13%
10,803
-280
-3% -$13.5K
IWF icon
134
iShares Russell 1000 Growth ETF
IWF
$117B
$570K 0.13%
4,820
– –
BND icon
135
Vanguard Total Bond Market
BND
$158B
$569K 0.13%
7,677
-263
-3% -$19.6K
GS icon
136
Goldman Sachs
GS
$289B
$566K 0.13%
644
– –
IAU icon
137
iShares Gold Trust
IAU
$62.8B
$539K 0.12%
6,635
-832
-11% -$65.1K
HUBB icon
138
Hubbell
HUBB
$24.4B
$536K 0.12%
1,206
-21
-2% -$9.2K
AMP icon
139
Ameriprise Financial
AMP
$47.8B
$530K 0.12%
1,081
– –
DHR icon
140
Danaher
DHR
$138B
$517K 0.11%
2,257
– –
IEMG icon
141
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$516K 0.11%
7,673
– –
FTSM icon
142
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
$509K 0.11%
8,500
– –
XLE icon
143
State Street Energy Select Sector SPDR ETF
XLE
$39B
$509K 0.11%
11,378
-610
-5% -$27.2K
CEG icon
144
Constellation Energy
CEG
$92.1B
$508K 0.11%
1,438
+39
+3% +$14.2K
EFAV icon
145
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.35B
$504K 0.11%
5,840
+64
+1% +$5.47K
XLF icon
146
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$500K 0.11%
9,137
– –
TTE icon
147
TotalEnergies
TTE
$193B
$486K 0.11%
7,439
-225
-3% -$14.2K
TDIV icon
148
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.05B
$482K 0.11%
4,975
– –
HIG icon
149
Hartford Financial Services
HIG
$39.9B
$476K 0.11%
3,456
– –
NXPI icon
150
NXP Semiconductors
NXPI
$60.8B
$474K 0.1%
2,182
– –
4 5
6
7 8

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.