AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.8B
1-Year Est. Return 25.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$979M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.96M
3
+$2.37M
4
NVDA icon
NVIDIA
NVDA
+$1.58M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1
+$4.57M
2
+$1.92M
3
+$1.07M
4
TGT icon
Target
TGT
+$960K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$689K

Sector Composition

1 Technology 15.96%
2 Healthcare 10.39%
3 Financials 7.73%
4 Consumer Discretionary 4.37%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$512K 0.05%
138
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227
$512K 0.05%
2,287
+667
228
$509K 0.05%
954
+50
229
$509K 0.05%
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230
$508K 0.05%
77,276
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231
$506K 0.05%
2,319
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232
$505K 0.05%
7,844
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233
$504K 0.05%
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234
$501K 0.05%
3,135
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235
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5,604
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236
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237
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238
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239
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240
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241
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242
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31,267
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243
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4,645
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244
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245
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1,363
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246
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247
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2,735
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248
$470K 0.05%
1,651
249
$469K 0.05%
6,003
+390
250
$469K 0.05%
5,676
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8 9
10
11 12