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Home > Institutional Investor > Aries Wealth Management > Profile

Instuitional Investor - Aries Wealth Management

Fund Profile
Filing Period:
Fund Name: Aries Wealth Management
Portfolio Value $280,421,401
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 94,936 $18,278,028 6.51%
2.
Microsoft Corp
 MSFT 35,374 $13,302,097 4.74%
3.
Vanguard Index Fds
 44,515 $9,496,385 3.38%
4.
Vanguard Index Fds
 29,190 $9,074,587 3.23%
5.
Vanguard Index Fds
 37,956 $8,830,084 3.14%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)