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
$675M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$8.52M
3
+$6.02M
4
RGLD icon
Royal Gold
RGLD
+$4.23M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.34M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.41M
4
RIO icon
Rio Tinto
RIO
+$3.31M
5
TEAM icon
Atlassian
TEAM
+$2.21M

Sector Composition

1 Technology 21.08%
2 Healthcare 16.72%
3 Financials 6.12%
4 Materials 6.04%
5 Consumer Staples 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-2,604
277
– –
-5,364
278
– –
-713
279
– –
-1,314
8 9 10 11
12