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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
LDEM icon
201
iShares ESG MSCI EM Leaders ETF
LDEM
$31.6M
$243K 0.07%
4,980
– –
CARR icon
202
Carrier Global
CARR
$49.4B
$238K 0.06%
3,760
– –
MO icon
203
Altria Group
MO
$125B
$238K 0.06%
3,970
– –
INTU icon
204
Intuit
INTU
$91.1B
$238K 0.06%
+388
New +$233K
LRCX icon
205
Lam Research
LRCX
$316B
$234K 0.06%
3,220
-390
-11% -$30.7K
GPC icon
206
Genuine Parts
GPC
$17.9B
$233K 0.06%
+1,957
New +$235K
IGM icon
207
iShares Expanded Tech Sector ETF
IGM
$9.57B
$227K 0.06%
2,500
-1,910
-43% -$193K
ZTS icon
208
Zoetis
ZTS
$32.7B
$226K 0.06%
+1,375
New +$229K
XLC icon
209
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$222K 0.06%
2,297
– –
AEP icon
210
American Electric Power
AEP
$70.4B
$219K 0.06%
+2,000
New +$203K
UPS icon
211
United Parcel Service
UPS
$88.9B
$215K 0.06%
1,956
– –
BDX icon
212
Becton Dickinson
BDX
$46.4B
$213K 0.06%
930
– –
DE icon
213
Deere & Co
DE
$165B
$210K 0.06%
+447
New +$209K
NKE icon
214
Nike
NKE
$64.1B
$206K 0.06%
+3,244
New +$239K
OMC icon
215
Omnicom Group
OMC
$22.7B
$205K 0.06%
+2,472
New +$206K
CPNG icon
216
Coupang
CPNG
$27.2B
$203K 0.06%
+9,240
New +$215K
GIS icon
217
General Mills
GIS
$20.2B
$200K 0.05%
3,352
– –
TXT icon
218
Textron
TXT
$14.7B
$200K 0.05%
2,771
– –
VSTM icon
219
Verastem
VSTM
$528M
$159K 0.04%
26,415
– –
KOD icon
220
Kodiak Sciences
KOD
$2.5B
$70.1K 0.02%
+25,000
New +$136K
STEM icon
221
Stem
STEM
$44.3M
$17.5K ﹤0.01%
2,500
– –
EDIT icon
222
Editas Medicine
EDIT
$399M
$16.1K ﹤0.01%
13,850
– –
TCRX icon
223
TScan Therapeutics
TCRX
$48.5M
$13.8K ﹤0.01%
10,000
– –
FRGE
224
DELISTED
Forge Global Holdings
FRGE
$11.2K ﹤0.01%
1,333
– –
MCRB icon
225
Seres Therapeutics
MCRB
$45M
$10.5K ﹤0.01%
750
– –
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.