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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
IJH icon
151
iShares Core S&P Mid-Cap ETF
IJH
$123B
$439K 0.11%
7,071
– –
HIG icon
152
Hartford Financial Services
HIG
$38.4B
$438K 0.11%
3,456
– –
RSG icon
153
Republic Services
RSG
$66.7B
$438K 0.11%
1,775
– –
VGIT icon
154
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$425K 0.11%
7,105
-6,837
-49% -$405K
IAU icon
155
iShares Gold Trust
IAU
$63.4B
$422K 0.11%
6,765
-85
-1% -$5.27K
AXSM icon
156
Axsome Therapeutics
AXSM
$12.3B
$418K 0.11%
4,000
– –
ECL icon
157
Ecolab
ECL
$76.4B
$417K 0.11%
1,549
– –
IEI icon
158
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$386K 0.1%
3,238
– –
XNTK icon
159
State Street SPDR NYSE Technology ETF
XNTK
$2.05B
$380K 0.1%
1,600
– –
URI icon
160
United Rentals
URI
$70.2B
$377K 0.1%
500
– –
XYL icon
161
Xylem
XYL
$28.6B
$362K 0.09%
2,800
– –
PSX icon
162
Phillips 66
PSX
$83.3B
$355K 0.09%
2,973
– –
AFL icon
163
Aflac
AFL
$64.4B
$355K 0.09%
3,362
– –
KMB icon
164
Kimberly-Clark
KMB
$37B
$352K 0.09%
2,732
-330
-11% -$44.7K
LMT icon
165
Lockheed Martin
LMT
$134B
$346K 0.09%
748
-2
-0.3% -$936
RPG icon
166
Invesco S&P 500 Pure Growth ETF
RPG
$2.02B
$345K 0.09%
7,540
– –
FDX icon
167
FedEx
FDX
$73.5B
$341K 0.09%
1,500
– –
UNH icon
168
UnitedHealth
UNH
$379B
$339K 0.09%
1,087
-3,320
-75% -$1.27M
CHD icon
169
Church & Dwight Co
CHD
$23.4B
$339K 0.09%
3,527
– –
TTD icon
170
Trade Desk
TTD
$8.41B
$338K 0.09%
4,700
– –
COP icon
171
ConocoPhillips
COP
$141B
$334K 0.09%
3,720
-142
-4% -$12.8K
STZ icon
172
Constellation Brands
STZ
$22.2B
$333K 0.09%
2,049
-770
-27% -$138K
TOST icon
173
Toast
TOST
$17.9B
$333K 0.09%
7,510
-150
-2% -$5.89K
PH icon
174
Parker-Hannifin
PH
$124B
$324K 0.08%
464
– –
SYK icon
175
Stryker
SYK
$129B
$320K 0.08%
810
– –
5 6
7
8 9

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MCA
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OA
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JF
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NIEF
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MCM
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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.