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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
+9.09%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$423M
AUM Growth
+$40M
Cap. Flow
+$10.2M
Cap. Flow %
2.41%
Top 10 Hldgs %
33.37%
Holding
232
New
15
Increased
53
Reduced
53
Closed
1

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.19M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.11M
3
VTV icon
Vanguard Value ETF
VTV
+$515K
4
VB icon
Vanguard Small-Cap ETF
VB
+$463K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$428K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$218K
2
ZTS icon
Zoetis
ZTS
+$214K
3
META icon
Meta Platforms (Facebook)
META
+$195K
4
AVGO icon
Broadcom
AVGO
+$170K
5
AAPL icon
Apple
AAPL
+$168K

Sector Composition

Rank Sector Weight
1 Technology 14.89%
2 Industrials 6.64%
3 Healthcare 6.47%
4 Financials 6.36%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAYX icon
201
Paychex
PAYX
$43.4B
$258K 0.06%
2,039
– –
SLV icon
202
iShares Silver Trust
SLV
$27.7B
$258K 0.06%
6,100
– –
MHK icon
203
Mohawk Industries
MHK
$6.91B
$258K 0.06%
+2,000
New +$248K
AMGN icon
204
Amgen
AMGN
$209B
$253K 0.06%
898
– –
QCOM icon
205
Qualcomm
QCOM
$164B
$251K 0.06%
1,511
-168
-10% -$26.6K
CRWD icon
206
CrowdStrike
CRWD
$183B
$245K 0.06%
2,000
– –
VRTX icon
207
Vertex Pharmaceuticals
VRTX
$123B
$237K 0.06%
605
– –
MO icon
208
Altria Group
MO
$125B
$236K 0.06%
3,570
– –
TXT icon
209
Textron
TXT
$14.9B
$234K 0.06%
2,771
– –
KOMP icon
210
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.52B
$233K 0.06%
3,745
– –
VSTM icon
211
Verastem
VSTM
$528M
$232K 0.05%
26,249
+2,500
+11% +$18.6K
ISTB icon
212
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$231K 0.05%
+4,734
New +$230K
ROK icon
213
Rockwell Automation
ROK
$51.1B
$231K 0.05%
660
– –
TTD icon
214
Trade Desk
TTD
$8.97B
$230K 0.05%
4,700
– –
BX icon
215
Blackstone
BX
$104B
$228K 0.05%
+1,333
New +$228K
GPC icon
216
Genuine Parts
GPC
$17.9B
$227K 0.05%
+1,638
New +$220K
WFC icon
217
Wells Fargo
WFC
$254B
$226K 0.05%
2,700
– –
ESGD icon
218
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$225K 0.05%
+2,422
New +$219K
AEP icon
219
American Electric Power
AEP
$70.4B
$225K 0.05%
2,000
– –
CARR icon
220
Carrier Global
CARR
$49.8B
$224K 0.05%
3,760
– –
VGT icon
221
Vanguard Information Technology ETF
VGT
$133B
$224K 0.05%
+2,400
New +$210K
HXL icon
222
Hexcel
HXL
$7.97B
$219K 0.05%
+3,500
New +$215K
DE icon
223
Deere & Co
DE
$165B
$219K 0.05%
+479
New +$236K
BDYN
224
iShares Dynamic Equity Active ETF
BDYN
$2.92B
$217K 0.05%
+8,590
New +$217K
CTSH icon
225
Cognizant
CTSH
$26.5B
$214K 0.05%
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 Q3 2025 Portfolio in Review

As of Q3 2025, Aries Wealth Management held 232 positions worth $423M, up 10% from $383M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Aries Wealth Management's Q3 2025 filing shows 15 new, 53 increased, 53 reduced and 1 closed positions. Its largest new stake was Grayscale CoinDesk Crypto 5 ETF: 6,958 shares worth $389K. The largest sale was NVIDIA, an estimated $218K.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Industrials and Healthcare.

  • Aries Wealth Management's largest Q3 2025 buy was Grayscale CoinDesk Crypto 5 ETF: 6,958 shares worth $389K.
  • Aries Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q3 2025, an estimated $3.19M increase.
  • Aries Wealth Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $218K.
  • Aries Wealth Management fully exited Zoetis in Q3 2025, selling an estimated $214K.
  • Aries Wealth Management's ten largest holdings make up 33% of its $423M portfolio in Q3 2025.
  • Aries Wealth Management opened 15 new positions and closed 1 in Q3 2025.
  • Aries Wealth Management's portfolio value rose 10% quarter-over-quarter to $423M.

Based on Aries Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.