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
251
$250K 0.04%
2,129
+141
252
$247K 0.04%
+3,164
253
$247K 0.04%
2,014
+106
254
$246K 0.04%
+1,772
255
$243K 0.03%
+93,948
256
$243K 0.03%
825
-93
257
$243K 0.03%
+7,970
258
$242K 0.03%
1,429
+166
259
$239K 0.03%
3,325
+230
260
$238K 0.03%
+2,730
261
$238K 0.03%
+1,286
262
$236K 0.03%
4,688
263
$235K 0.03%
+5,952
264
$234K 0.03%
+7,741
265
$232K 0.03%
+2,066
266
$231K 0.03%
4,559
-631
267
$231K 0.03%
+2,210
268
$230K 0.03%
8,287
+1,218
269
$229K 0.03%
2,579
-1,747
270
$226K 0.03%
+235
271
$225K 0.03%
576
+94
272
$225K 0.03%
+1,350
273
$223K 0.03%
+4,988
274
$223K 0.03%
+2,822
275
$221K 0.03%
1,558
+158
9 10
11
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