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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
-0.43%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$455M
AUM Growth
+$3.18M
Cap. Flow
+$12.1M
Cap. Flow %
2.66%
Top 10 Hldgs %
33.76%
Holding
245
New
12
Increased
47
Reduced
63
Closed
11

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.44M
2
VB icon
Vanguard Small-Cap ETF
VB
+$2.03M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.26M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$998K

Top Sells

Rank Stock Value
1
GDX icon
VanEck Gold Miners ETF
GDX
+$981K
2
AEM icon
Agnico Eagle Mines
AEM
+$944K
3
ADBE icon
Adobe
ADBE
+$622K
4
ORCL icon
Oracle
ORCL
+$507K
5
RKLB icon
Rocket Lab Corp
RKLB
+$478K

Sector Composition

Rank Sector Weight
1 Technology 11.88%
2 Industrials 7.27%
3 Healthcare 6.55%
4 Financials 5.34%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLU icon
201
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$252K 0.06%
5,498
– –
CMI icon
202
Cummins
CMI
$83.6B
$250K 0.06%
465
– –
SYK icon
203
Stryker
SYK
$135B
$250K 0.05%
760
-50
-6% -$18K
XLC icon
204
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$245K 0.05%
2,209
– –
TXT icon
205
Textron
TXT
$14.9B
$243K 0.05%
2,771
– –
CRS icon
206
Carpenter Technology
CRS
$26.4B
$242K 0.05%
+614
New +$224K
CPSH icon
207
CPS Technologies
CPSH
$67.6M
$239K 0.05%
63,900
+20,000
+46% +$88.6K
ROK icon
208
Rockwell Automation
ROK
$51.1B
$237K 0.05%
660
– –
MO icon
209
Altria Group
MO
$125B
$236K 0.05%
3,570
– –
BWXT icon
210
BWX Technologies
BWXT
$14.4B
$234K 0.05%
+1,142
New +$232K
CCI icon
211
Crown Castle
CCI
$34.6B
$230K 0.05%
2,829
– –
TSLA icon
212
Tesla
TSLA
$1.18T
$228K 0.05%
614
-30
-5% -$12.4K
KMB icon
213
Kimberly-Clark
KMB
$37.6B
$221K 0.05%
2,296
-436
-16% -$44.6K
COR icon
214
Cencora
COR
$62B
$220K 0.05%
700
– –
SLB icon
215
SLB Ltd
SLB
$72.7B
$218K 0.05%
+4,249
New +$206K
CPNG icon
216
Coupang
CPNG
$27.2B
$217K 0.05%
11,520
+1,200
+12% +$23.5K
CTVA icon
217
Corteva
CTVA
$60.5B
$217K 0.05%
+2,590
New +$195K
WFC icon
218
Wells Fargo
WFC
$254B
$215K 0.05%
2,700
-130
-5% -$11.2K
CARR icon
219
Carrier Global
CARR
$49.8B
$212K 0.05%
+3,760
New +$223K
VGT icon
220
Vanguard Information Technology ETF
VGT
$133B
$209K 0.05%
2,400
– –
BDYN
221
iShares Dynamic Equity Active ETF
BDYN
$2.92B
$209K 0.05%
8,590
– –
DE icon
222
Deere & Co
DE
$165B
$205K 0.05%
+364
New +$205K
TOST icon
223
Toast
TOST
$18.9B
$204K 0.04%
7,710
+200
+3% +$5.97K
FSK icon
224
FS KKR Capital
FSK
$3.01B
$152K 0.03%
14,890
-7,675
-34% -$96K
VSTM icon
225
Verastem
VSTM
$528M
$139K 0.03%
26,249
– –
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
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HIM
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Aries Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Aries Wealth Management held 245 positions worth $455M, up 0.7% from $452M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Aries Wealth Management's Q1 2026 filing shows 12 new, 47 increased, 63 reduced and 11 closed positions. Its largest new stake was ServiceNow: 7,936 shares worth $830K. The largest sale was VanEck Gold Miners ETF, an estimated $981K.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Industrials and Healthcare.

  • Aries Wealth Management's largest Q1 2026 buy was ServiceNow: 7,936 shares worth $830K.
  • Aries Wealth Management added most to iShares 0-3 Month Treasury Bond ETF in Q1 2026, an estimated $2.44M increase.
  • Aries Wealth Management's biggest Q1 2026 reduction was VanEck Gold Miners ETF, cutting an estimated $981K.
  • Aries Wealth Management fully exited Adobe in Q1 2026, selling an estimated $622K.
  • Aries Wealth Management's ten largest holdings make up 34% of its $455M portfolio in Q1 2026.
  • Aries Wealth Management opened 12 new positions and closed 11 in Q1 2026.
  • Aries Wealth Management's portfolio value rose 0.7% quarter-over-quarter to $455M.

Based on Aries Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.