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
$603M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$4.13M
3
+$2.67M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.85M
5
TGT icon
Target
TGT
+$1.31M

Top Sells

1
+$83.3M
2
+$48.3M
3
+$29.9M
4
AMGN icon
Amgen
AMGN
+$13.9M
5
SCHW icon
Charles Schwab
SCHW
+$8.8M

Sector Composition

1 Healthcare 14.54%
2 Technology 10.88%
3 Financials 4.08%
4 Materials 2.83%
5 Consumer Staples 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
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