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
251
$469K 0.05%
3,541
-733
252
$468K 0.05%
5,466
+126
253
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19,292
+1,873
254
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255
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256
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257
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258
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259
$463K 0.05%
10,206
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260
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2,031
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261
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262
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263
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264
$458K 0.05%
1,487
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265
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266
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271
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1,700
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272
$439K 0.04%
1,490
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273
$438K 0.04%
5,611
-405
274
$435K 0.04%
4,392
-984
275
$435K 0.04%
4,347
-622
9 10
11
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