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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
HIG icon
151
Hartford Financial Services
HIG
$39.9B
$428K 0.12%
3,456
– –
NXPI icon
152
NXP Semiconductors
NXPI
$60.8B
$415K 0.11%
2,182
+182
+9% +$38.8K
IEMG icon
153
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$414K 0.11%
7,673
– –
ACWX icon
154
iShares MSCI ACWI ex US ETF
ACWX
$11.2B
$414K 0.11%
7,461
– –
IJH icon
155
iShares Core S&P Mid-Cap ETF
IJH
$121B
$413K 0.11%
7,071
– –
HUBB icon
156
Hubbell
HUBB
$24.4B
$406K 0.11%
1,228
– –
COP icon
157
ConocoPhillips
COP
$144B
$406K 0.11%
3,862
-116
-3% -$11.6K
IAU icon
158
iShares Gold Trust
IAU
$62.8B
$404K 0.11%
6,850
+1,120
+20% +$60.6K
ECL icon
159
Ecolab
ECL
$79.8B
$393K 0.11%
1,549
+244
+19% +$61.5K
CHD icon
160
Church & Dwight Co
CHD
$23.7B
$388K 0.11%
3,527
+875
+33% +$93.7K
QDF icon
161
FlexShares Quality Dividend Index Fund
QDF
$2.2B
$384K 0.1%
5,617
-835
-13% -$59.1K
IEI icon
162
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$383K 0.1%
3,238
– –
AFL icon
163
Aflac
AFL
$65.5B
$374K 0.1%
3,362
– –
PSX icon
164
Phillips 66
PSX
$82.9B
$367K 0.1%
2,973
– –
TDIV icon
165
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.05B
$366K 0.1%
4,975
– –
FDX icon
166
FedEx
FDX
$73B
$366K 0.1%
1,500
-1,148
-43% -$298K
GS icon
167
Goldman Sachs
GS
$289B
$352K 0.1%
644
– –
MELI icon
168
Mercado Libre
MELI
$94.5B
$341K 0.09%
175
– –
LMT icon
169
Lockheed Martin
LMT
$131B
$335K 0.09%
750
-54
-7% -$24.9K
XYL icon
170
Xylem
XYL
$28.5B
$334K 0.09%
2,800
+842
+43% +$104K
PAYX icon
171
Paychex
PAYX
$43.4B
$315K 0.09%
2,039
– –
URI icon
172
United Rentals
URI
$65.7B
$313K 0.09%
500
– –
XLU icon
173
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$307K 0.08%
7,786
+128
+2% +$5K
XNTK icon
174
State Street SPDR NYSE Technology ETF
XNTK
$1.94B
$307K 0.08%
1,600
– –
JMST icon
175
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$306K 0.08%
6,020
-280
-4% -$14.2K
5 6
7
8 9

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 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.