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
$769M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$5.41M
3
+$5.29M
4
IBM icon
IBM
IBM
+$4.68M
5
CVS icon
CVS Health
CVS
+$1.56M

Top Sells

1
+$7.84M
2
+$6.77M
3
+$5.61M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.97M
5
TSM icon
TSMC
TSM
+$2.12M

Sector Composition

1 Technology 25.66%
2 Healthcare 12.86%
3 Financials 6.03%
4 Materials 4.7%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$248K 0.03%
746
+84
227
$244K 0.03%
758
-10
228
$242K 0.03%
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+61
229
$240K 0.03%
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230
$233K 0.03%
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-218
231
$227K 0.03%
30,842
+12,872
232
$227K 0.03%
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-144
233
$226K 0.03%
5,212
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234
$225K 0.03%
1,715
+11
235
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236
$219K 0.03%
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237
$216K 0.03%
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238
$216K 0.03%
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239
$216K 0.03%
2,656
240
$214K 0.03%
873
-72
241
$212K 0.03%
+1,874
242
$210K 0.03%
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243
$209K 0.03%
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244
$208K 0.03%
13,218
-1,100
245
$206K 0.03%
+6,807
246
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+5,715
247
$202K 0.03%
2,113
-59
248
$201K 0.03%
+3,372
249
$195K 0.03%
10,000
-1,004
250
$110K 0.01%
10,563
7 8 9
10
11