AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.8B
1-Year Est. Return 25.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.59%
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
+$4.71M
2
+$4.03M
3
+$3.56M
4
FCX icon
Freeport-McMoran
FCX
+$2.58M
5
NVDA icon
NVIDIA
NVDA
+$1.84M

Top Sells

1
+$3.29M
2
+$2.63M
3
+$2.43M
4
RNAM
Avidity Biosciences
RNAM
+$1.21M
5
UBER icon
Uber
UBER
+$976K

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
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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%
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294
$205K 0.03%
+4,747
295
$205K 0.03%
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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
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