We are live on ! Find out more
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
LRCX icon
151
Lam Research
LRCX
$316B
$472K 0.1%
2,760
-240
-8% -$37.3K
RNR icon
152
RenaissanceRe
RNR
$13.8B
$472K 0.1%
1,678
-722
-30% -$190K
IJH icon
153
iShares Core S&P Mid-Cap ETF
IJH
$121B
$467K 0.1%
7,071
– –
VGSH icon
154
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$463K 0.1%
7,890
+848
+12% +$49.9K
ORLY icon
155
O'Reilly Automotive
ORLY
$75.1B
$453K 0.1%
4,965
– –
ISRG icon
156
Intuitive Surgical
ISRG
$127B
$445K 0.1%
785
+140
+22% +$74.5K
UNM icon
157
Unum
UNM
$13.4B
$445K 0.1%
5,736
-110
-2% -$8.41K
EEMV icon
158
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.36B
$441K 0.1%
6,887
-280
-4% -$18.1K
FDX icon
159
FedEx
FDX
$73B
$433K 0.1%
1,500
– –
VGIT icon
160
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$417K 0.09%
6,956
-149
-2% -$8.96K
INTC icon
161
Intel
INTC
$413B
$411K 0.09%
11,131
– –
PH icon
162
Parker-Hannifin
PH
$120B
$408K 0.09%
464
– –
ECL icon
163
Ecolab
ECL
$79.8B
$407K 0.09%
1,549
– –
URI icon
164
United Rentals
URI
$65.7B
$405K 0.09%
500
– –
NUE icon
165
Nucor
NUE
$58.3B
$400K 0.09%
2,455
– –
SLV icon
166
iShares Silver Trust
SLV
$27.7B
$393K 0.09%
6,100
– –
IEI icon
167
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$386K 0.09%
3,238
– –
PSX icon
168
Phillips 66
PSX
$82.9B
$384K 0.08%
2,973
– –
XYL icon
169
Xylem
XYL
$28.5B
$381K 0.08%
2,800
– –
RSG icon
170
Republic Services
RSG
$67.4B
$376K 0.08%
1,775
– –
CHKP icon
171
Check Point Software Technologies
CHKP
$14.3B
$375K 0.08%
2,023
-520
-20% -$101K
AFL icon
172
Aflac
AFL
$65.5B
$371K 0.08%
3,362
– –
LMT icon
173
Lockheed Martin
LMT
$131B
$362K 0.08%
748
– –
BABA icon
174
Alibaba
BABA
$276B
$356K 0.08%
2,430
+35
+1% +$5.7K
MELI icon
175
Mercado Libre
MELI
$94.5B
$352K 0.08%
175
– –
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 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.