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
251
$1.8M 0.02%
673,887
+672,571
252
$1.8M 0.02%
+93,458
253
$1.79M 0.02%
+61,363
254
$1.78M 0.02%
+142,836
255
$1.76M 0.02%
315,740
+313,987
256
$1.75M 0.02%
+21,517
257
$1.74M 0.02%
+100,187
258
$1.71M 0.02%
276,883
+275,176
259
$1.71M 0.02%
+7,186
260
$1.7M 0.02%
+32,109
261
$1.69M 0.02%
94,065,240
+94,051,800
262
$1.69M 0.02%
+148,385
263
$1.69M 0.02%
407,594
+405,935
264
$1.69M 0.02%
+69,648
265
$1.68M 0.02%
261,921
+260,371
266
$1.66M 0.02%
+75,247
267
$1.65M 0.02%
+52,653
268
$1.64M 0.02%
+26,584
269
$1.62M 0.02%
+2,920
270
$1.6M 0.02%
+23,015
271
$1.6M 0.02%
+68,777
272
$1.58M 0.02%
+95,195
273
$1.58M 0.02%
805,752
+803,958
274
$1.55M 0.02%
+151,781
275
$1.55M 0.02%
+3,295
9 10
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