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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
XLY icon
176
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.6B
$318K 0.08%
2,930
-24
-0.8% -$2.45K
NUE icon
177
Nucor
NUE
$56.4B
$318K 0.08%
2,455
– –
LRCX icon
178
Lam Research
LRCX
$365B
$313K 0.08%
3,220
– –
QARP icon
179
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$75.7M
$313K 0.08%
5,828
– –
EASG icon
180
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$66.6M
$306K 0.08%
9,085
– –
INTU icon
181
Intuit
INTU
$83.1B
$306K 0.08%
388
– –
VGSH icon
182
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$298K 0.08%
5,063
– –
PAYX icon
183
Paychex
PAYX
$41.1B
$297K 0.08%
2,039
– –
CCI icon
184
Crown Castle
CCI
$32.4B
$291K 0.08%
2,829
– –
SHW icon
185
Sherwin-Williams
SHW
$80.7B
$284K 0.07%
827
– –
IGM icon
186
iShares Expanded Tech Sector ETF
IGM
$9.92B
$281K 0.07%
2,500
– –
WMB icon
187
Williams Companies
WMB
$86.6B
$280K 0.07%
4,462
– –
XLU icon
188
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$280K 0.07%
6,848
-938
-12% -$37.4K
CPNG icon
189
Coupang
CPNG
$28.6B
$277K 0.07%
9,240
– –
ISRG icon
190
Intuitive Surgical
ISRG
$128B
$276K 0.07%
508
-23
-4% -$12K
CARR icon
191
Carrier Global
CARR
$57.6B
$275K 0.07%
3,760
– –
ALL icon
192
Allstate
ALL
$67.3B
$272K 0.07%
1,350
– –
VRTX icon
193
Vertex Pharmaceuticals
VRTX
$122B
$269K 0.07%
605
– –
LDEM icon
194
iShares ESG MSCI EM Leaders ETF
LDEM
$32.3M
$269K 0.07%
4,980
– –
QCOM icon
195
Qualcomm
QCOM
$179B
$267K 0.07%
1,679
– –
IJR icon
196
iShares Core S&P Small-Cap ETF
IJR
$110B
$267K 0.07%
2,446
-2,157
-47% -$223K
CRWD icon
197
CrowdStrike
CRWD
$183B
$255K 0.07%
+2,000
New +$217K
AMGN icon
198
Amgen
AMGN
$203B
$251K 0.07%
898
-11
-1% -$3.12K
INTC icon
199
Intel
INTC
$462B
$249K 0.07%
11,131
– –
CTSH icon
200
Cognizant
CTSH
$22.3B
$249K 0.07%
3,189
– –
6 7
8
9 10

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PP
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MCA
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OA
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JF
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MC
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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.