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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
XLP icon
176
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$304K 0.08%
3,723
-1,252
-25% -$99.9K
QARP icon
177
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$75.9M
$302K 0.08%
5,828
– –
SYK icon
178
Stryker
SYK
$135B
$302K 0.08%
810
+190
+31% +$72.3K
MDT icon
179
Medtronic
MDT
$112B
$298K 0.08%
+3,317
New +$297K
VGSH icon
180
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$297K 0.08%
5,063
– –
NUE icon
181
Nucor
NUE
$58.3B
$295K 0.08%
2,455
– –
CCI icon
182
Crown Castle
CCI
$34.6B
$295K 0.08%
2,829
– –
VRTX icon
183
Vertex Pharmaceuticals
VRTX
$123B
$293K 0.08%
+605
New +$282K
XLY icon
184
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
$292K 0.08%
2,954
+276
+10% +$29.9K
XBI icon
185
State Street SPDR S&P Biotech ETF
XBI
$10B
$290K 0.08%
3,575
+240
+7% +$21.5K
SHW icon
186
Sherwin-Williams
SHW
$83.5B
$289K 0.08%
827
– –
RPG icon
187
Invesco S&P 500 Pure Growth ETF
RPG
$1.9B
$288K 0.08%
7,540
– –
CEG icon
188
Constellation Energy
CEG
$92.1B
$287K 0.08%
1,421
+100
+8% +$26.8K
AMGN icon
189
Amgen
AMGN
$209B
$283K 0.08%
909
– –
PH icon
190
Parker-Hannifin
PH
$120B
$282K 0.08%
+464
New +$303K
ALL icon
191
Allstate
ALL
$70.6B
$280K 0.08%
1,350
-1,090
-45% -$212K
EASG icon
192
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$66.3M
$279K 0.08%
9,085
– –
WMB icon
193
Williams Companies
WMB
$85.8B
$267K 0.07%
4,462
– –
ISRG icon
194
Intuitive Surgical
ISRG
$127B
$263K 0.07%
+531
New +$294K
TSLA icon
195
Tesla
TSLA
$1.18T
$259K 0.07%
1,000
+73
+8% +$24.3K
QCOM icon
196
Qualcomm
QCOM
$164B
$258K 0.07%
1,679
– –
TTD icon
197
Trade Desk
TTD
$8.97B
$257K 0.07%
4,700
+700
+18% +$63.3K
TOST icon
198
Toast
TOST
$18.9B
$254K 0.07%
7,660
– –
INTC icon
199
Intel
INTC
$413B
$253K 0.07%
11,131
-3,250
-23% -$71.1K
CTSH icon
200
Cognizant
CTSH
$25.2B
$244K 0.07%
3,189
– –
6 7
8
9 10

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.