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
276
$220K 0.03%
+5,943
277
$220K 0.03%
660
-58
278
$220K 0.03%
5,466
+182
279
$220K 0.03%
12,058
-530
280
$219K 0.03%
9,965
-317
281
$217K 0.03%
1,802
-511
282
$215K 0.03%
+19,602
283
$211K 0.03%
+3,533
284
$211K 0.03%
+3,078
285
$210K 0.03%
+1,445
286
$210K 0.03%
+2,572
287
$210K 0.03%
+699
288
$209K 0.03%
366
-32
289
$207K 0.03%
+5,372
290
$207K 0.03%
4,649
-563
291
$206K 0.03%
+4,343
292
$206K 0.03%
+2,389
293
$206K 0.03%
+1,569
294
$205K 0.03%
+4,747
295
$205K 0.03%
+888
296
$205K 0.03%
+1,071
297
$205K 0.03%
828
-98
298
$205K 0.03%
+751
299
$203K 0.03%
+1,172
300
$202K 0.03%
+363
9 10 11
12
13