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
276
$1.54M 0.02%
+68,162
277
$1.51M 0.02%
+75,206
278
$1.5M 0.02%
+56,677
279
$1.48M 0.02%
+18,282
280
$1.48M 0.02%
+80,087
281
$1.46M 0.02%
196,995
+194,873
282
$1.45M 0.02%
+102,272
283
$1.41M 0.02%
+178,477
284
$1.39M 0.02%
+39,644
285
$1.39M 0.02%
+48,455
286
$1.38M 0.02%
+99,246
287
$1.38M 0.02%
+115,216
288
$1.38M 0.02%
+18,079
289
$1.37M 0.02%
+33,446
290
$1.37M 0.02%
+30,993
291
$1.37M 0.02%
+96,037
292
$1.36M 0.02%
667,567
+666,040
293
$1.36M 0.02%
+160,593
294
$1.35M 0.02%
+56,648
295
$1.34M 0.02%
+26,611
296
$1.34M 0.02%
+27,920
297
$1.34M 0.02%
+44,950
298
$1.33M 0.02%
+33,698
299
$1.33M 0.02%
+10,248
300
$1.33M 0.02%
+32,332
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