AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.66B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.23B
AUM Growth
+$6.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$1.47B
2
+$458M
3
+$432M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$338M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$270M

Top Sells

1
+$8.82M
2
+$8.74M
3
+$165K
4
AXTI icon
AXT Inc
AXTI
+$88K

Sector Composition

1 Technology 27.65%
2 Healthcare 8.3%
3 Financials 5.34%
4 Materials 2.57%
5 Consumer Discretionary 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.07M 0.03%
+182,376
227
$2.06M 0.03%
+110,723
228
$2.05M 0.03%
93,752
+82,338
229
$2.05M 0.03%
+108,798
230
$2.04M 0.03%
415,421
+413,333
231
$2.04M 0.03%
+43,209
232
$2.03M 0.03%
453,215
+451,208
233
$2.03M 0.03%
+130,711
234
$2M 0.03%
+127,503
235
$2M 0.03%
366,226
+364,413
236
$1.98M 0.03%
+45,797
237
$1.95M 0.03%
+86,127
238
$1.93M 0.03%
+1,044,108
239
$1.93M 0.03%
+589,113
240
$1.92M 0.03%
+93,611
241
– –
0
242
$1.91M 0.03%
+423,544
243
$1.89M 0.03%
+92,496
244
$1.85M 0.03%
+98,576
245
$1.84M 0.03%
+62,065
246
$1.84M 0.03%
314,424
+312,399
247
$1.81M 0.03%
+72,327
248
$1.81M 0.03%
+18,095
249
$1.81M 0.03%
+56,197
250
$1.8M 0.02%
+38,858
8 9
10
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