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
$727M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$5.68M
3
+$3.82M
4
SCHW icon
Charles Schwab
SCHW
+$3.2M
5
FCX icon
Freeport-McMoran
FCX
+$2.41M

Top Sells

1
+$5.14M
2
+$4.88M
3
+$2.95M
4
LLY icon
Eli Lilly
LLY
+$2.52M
5
IBM icon
IBM
IBM
+$2.33M

Sector Composition

1 Technology 22.33%
2 Healthcare 14.37%
3 Financials 6.39%
4 Materials 5.9%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$233K 0.03%
+6,259
227
$233K 0.03%
+4,478
228
$232K 0.03%
759
-59
229
$230K 0.03%
1,704
-69
230
$226K 0.03%
945
+53
231
$223K 0.03%
844
-35
232
$222K 0.03%
+703
233
$220K 0.03%
2,172
+126
234
$220K 0.03%
2,656
-1,308
235
$219K 0.03%
11,004
+1,004
236
$213K 0.03%
5,688
-349
237
$212K 0.03%
1,107
+113
238
$210K 0.03%
+6,150
239
$207K 0.03%
22,642
+10,000
240
$206K 0.03%
+1,309
241
$206K 0.03%
+4,688
242
$204K 0.03%
+248
243
$203K 0.03%
+4,652
244
$203K 0.03%
+662
245
$202K 0.03%
+6,881
246
$201K 0.03%
8,981
-890
247
$115K 0.02%
17,970
248
$99.1K 0.01%
10,563
249
$77.8K 0.01%
20,000
250
$11.4K ﹤0.01%
2,115
7 8 9
10
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