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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
MS icon
201
Morgan Stanley
MS
$337B
$241K 0.06%
+1,708
New +$210K
XLC icon
202
State Street Communication Services Select Sector SPDR ETF
XLC
$22.1B
$240K 0.06%
2,209
-88
-4% -$8.67K
DELL icon
203
Dell
DELL
$276B
$231K 0.06%
+1,881
New +$192K
XBI icon
204
State Street SPDR S&P Biotech ETF
XBI
$10.2B
$229K 0.06%
2,760
-815
-23% -$65K
BABA icon
205
Alibaba
BABA
$276B
$229K 0.06%
+2,015
New +$239K
TXT icon
206
Textron
TXT
$16.7B
$222K 0.06%
2,771
– –
ROK icon
207
Rockwell Automation
ROK
$51.9B
$219K 0.06%
+660
New +$188K
WFC icon
208
Wells Fargo
WFC
$264B
$216K 0.06%
+2,700
New +$195K
ZTS icon
209
Zoetis
ZTS
$32.2B
$214K 0.06%
1,375
– –
MO icon
210
Altria Group
MO
$122B
$209K 0.05%
3,570
-400
-10% -$23.5K
AEP icon
211
American Electric Power
AEP
$72.7B
$208K 0.05%
2,000
– –
KOMP icon
212
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.62B
$204K 0.05%
+3,745
New +$183K
SLV icon
213
iShares Silver Trust
SLV
$28.3B
$200K 0.05%
+6,100
New +$187K
VSTM icon
214
Verastem
VSTM
$534M
$98.6K 0.03%
23,749
-2,666
-10% -$16.7K
KOD icon
215
Kodiak Sciences
KOD
$2.62B
$93.3K 0.02%
25,000
– –
EDIT icon
216
Editas Medicine
EDIT
$411M
$29.7K 0.01%
13,500
-350
-3% -$573
TCRX icon
217
TScan Therapeutics
TCRX
$50.2M
$14.5K ﹤0.01%
10,000
– –
BDX icon
218
Becton Dickinson
BDX
$43.8B
– –
-930
Closed -$213K
DE icon
219
Deere & Co
DE
$169B
– –
-447
Closed -$210K
FRGE
220
DELISTED
Forge Global Holdings
FRGE
– –
-1,333
Closed -$11.2K
GIS icon
221
General Mills
GIS
$19.5B
– –
-3,352
Closed -$200K
GPC icon
222
Genuine Parts
GPC
$17.6B
– –
-1,957
Closed -$233K
JMST icon
223
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
– –
-6,020
Closed -$306K
MCRB icon
224
Seres Therapeutics
MCRB
$47M
– –
-750
Closed -$10.5K
MDT icon
225
Medtronic
MDT
$108B
– –
-3,317
Closed -$298K
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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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.