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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
+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
RPG icon
176
Invesco S&P 500 Pure Growth ETF
RPG
$1.9B
$352K 0.08%
7,540
– –
XLY icon
177
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
$350K 0.08%
2,930
– –
COP icon
178
ConocoPhillips
COP
$144B
$347K 0.08%
3,709
-10
-0.3% -$904
XBI icon
179
State Street SPDR S&P Biotech ETF
XBI
$10B
$337K 0.07%
2,760
– –
FSK icon
180
FS KKR Capital
FSK
$3.01B
$334K 0.07%
22,565
-1,000
-4% -$15.2K
XNTK icon
181
State Street SPDR NYSE Technology ETF
XNTK
$1.94B
$333K 0.07%
1,200
-400
-25% -$112K
QARP icon
182
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$75.9M
$332K 0.07%
5,627
-142
-2% -$8.23K
EASG icon
183
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$66.3M
$323K 0.07%
9,185
+100
+1% +$3.52K
IGM icon
184
iShares Expanded Tech Sector ETF
IGM
$9.57B
$323K 0.07%
2,500
– –
MS icon
185
Morgan Stanley
MS
$319B
$303K 0.07%
1,707
– –
ALL icon
186
Allstate
ALL
$70.6B
$300K 0.07%
1,443
+93
+7% +$19K
IJR icon
187
iShares Core S&P Small-Cap ETF
IJR
$109B
$294K 0.07%
2,446
– –
AMGN icon
188
Amgen
AMGN
$209B
$294K 0.07%
898
– –
WMB icon
189
Williams Companies
WMB
$85.8B
$291K 0.06%
4,837
+375
+8% +$22.7K
TSLA icon
190
Tesla
TSLA
$1.18T
$290K 0.06%
+644
New +$285K
SYK icon
191
Stryker
SYK
$135B
$285K 0.06%
810
– –
KMB icon
192
Kimberly-Clark
KMB
$37.6B
$276K 0.06%
2,732
– –
VRTX icon
193
Vertex Pharmaceuticals
VRTX
$123B
$274K 0.06%
605
– –
CHD icon
194
Church & Dwight Co
CHD
$23.7B
$268K 0.06%
3,202
– –
TOST icon
195
Toast
TOST
$18.9B
$267K 0.06%
7,510
– –
SHW icon
196
Sherwin-Williams
SHW
$84.8B
$266K 0.06%
821
– –
LDEM icon
197
iShares ESG MSCI EM Leaders ETF
LDEM
$31.6M
$265K 0.06%
4,560
-420
-8% -$24.8K
CTSH icon
198
Cognizant
CTSH
$26.5B
$265K 0.06%
3,189
– –
WFC icon
199
Wells Fargo
WFC
$254B
$264K 0.06%
2,830
+130
+5% +$11.3K
XLC icon
200
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$260K 0.06%
2,209
– –
6 7
8
9 10

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PP
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MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
OA
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MC
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NIEF
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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.