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
$698M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.22M
3
+$3.81M
4
FCX icon
Freeport-McMoran
FCX
+$3M
5
NVDA icon
NVIDIA
NVDA
+$2.29M

Top Sells

1
+$3.29M
2
+$2.74M
3
+$2.43M
4
RNA icon
Avidity Biosciences
RNA
+$1.21M
5
UBER icon
Uber
UBER
+$1.05M

Sector Composition

1 Healthcare 14.15%
2 Technology 11.36%
3 Financials 5.37%
4 Materials 3.25%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$295K 0.04%
2,143
+70
227
$293K 0.04%
+21,106
228
$291K 0.04%
562
+81
229
$289K 0.04%
8,119
+775
230
$287K 0.04%
3,341
+511
231
$287K 0.04%
3,738
+114
232
$285K 0.04%
9,880
+1,688
233
$284K 0.04%
1,656
+124
234
$282K 0.04%
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235
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+843
236
$280K 0.04%
+1,751
237
$271K 0.04%
+67,982
238
$266K 0.04%
+2,644
239
$265K 0.04%
+3,304
240
$259K 0.04%
2,483
-105
241
$258K 0.04%
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242
$258K 0.04%
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243
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244
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245
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1,554
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246
$253K 0.04%
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247
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248
$251K 0.04%
5,034
-241
249
$251K 0.04%
+1,524
250
$251K 0.04%
2,656
8 9
10
11 12