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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
HXL icon
201
Hexcel
HXL
$7.97B
$259K 0.06%
3,500
– –
QCOM icon
202
Qualcomm
QCOM
$164B
$258K 0.06%
1,511
– –
INTU icon
203
Intuit
INTU
$91.1B
$257K 0.06%
388
– –
UNH icon
204
UnitedHealth
UNH
$382B
$257K 0.06%
778
-243
-24% -$82.3K
ROK icon
205
Rockwell Automation
ROK
$51.1B
$257K 0.06%
660
– –
CCI icon
206
Crown Castle
CCI
$34.6B
$251K 0.06%
2,829
– –
KOMP icon
207
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.52B
$245K 0.05%
4,095
+350
+9% +$21.8K
CPNG icon
208
Coupang
CPNG
$27.2B
$243K 0.05%
10,320
+165
+2% +$4.69K
TXT icon
209
Textron
TXT
$14.9B
$242K 0.05%
2,771
– –
CMI icon
210
Cummins
CMI
$83.6B
$237K 0.05%
+465
New +$217K
DELL icon
211
Dell
DELL
$239B
$237K 0.05%
1,881
– –
COR icon
212
Cencora
COR
$62B
$236K 0.05%
+700
New +$239K
XLU icon
213
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$235K 0.05%
5,498
-1,350
-20% -$59.8K
CRWD icon
214
CrowdStrike
CRWD
$183B
$234K 0.05%
2,000
– –
AEP icon
215
American Electric Power
AEP
$70.4B
$231K 0.05%
2,000
– –
PAYX icon
216
Paychex
PAYX
$43.4B
$229K 0.05%
2,039
– –
VGT icon
217
Vanguard Information Technology ETF
VGT
$133B
$226K 0.05%
2,400
– –
BDYN
218
iShares Dynamic Equity Active ETF
BDYN
$2.92B
$220K 0.05%
8,590
– –
PWR icon
219
Quanta Services
PWR
$84.2B
$220K 0.05%
521
+31
+6% +$13.6K
MHK icon
220
Mohawk Industries
MHK
$6.91B
$219K 0.05%
2,000
– –
TTMI icon
221
TTM Technologies
TTMI
$10.6B
$216K 0.05%
+3,128
New +$204K
MO icon
222
Altria Group
MO
$125B
$206K 0.05%
3,570
– –
BX icon
223
Blackstone
BX
$104B
$205K 0.05%
1,333
– –
VSTM icon
224
Verastem
VSTM
$528M
$203K 0.04%
26,249
– –
CPSH icon
225
CPS Technologies
CPSH
$67.6M
$136K 0.03%
+43,900
New +$155K
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 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.