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
$840M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.18M
3
+$2.91M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.67M
5
MSFT icon
Microsoft
MSFT
+$2.54M

Top Sells

1
+$2.47M
2
+$2.19M
3
+$664K
4
DOW icon
Dow Inc
DOW
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$325K

Sector Composition

1 Healthcare 13.93%
2 Technology 13.57%
3 Financials 5.71%
4 Consumer Discretionary 3.73%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$330K 0.04%
1,641
+598
277
$329K 0.04%
+1,137
278
$325K 0.04%
26,760
+4,959
279
$321K 0.04%
+3,059
280
$321K 0.04%
6,017
-364
281
$320K 0.04%
7,485
+1,698
282
$319K 0.04%
4,357
+788
283
$319K 0.04%
2,852
+2
284
$319K 0.04%
1,773
+275
285
$317K 0.04%
7,892
+739
286
$316K 0.04%
+1,068
287
$313K 0.04%
+1,284
288
$312K 0.04%
+2,020
289
$312K 0.04%
+8,387
290
$311K 0.04%
7,338
+548
291
$311K 0.04%
29,374
+5,639
292
$311K 0.04%
+1,128
293
$310K 0.04%
+8,692
294
$308K 0.04%
2,029
+320
295
$308K 0.04%
+4,086
296
$307K 0.04%
7,583
+802
297
$307K 0.04%
+8,095
298
$305K 0.04%
32,575
+7,308
299
$305K 0.04%
6,797
+2,052
300
$304K 0.04%
1,985
+355
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