AWA
Aaron Wealth Advisors Portfolio holdings
AUM
$1.66B
1-Year Est. Return
19.27%
1 Year Est. Return
+19.27%
AUM
$979M
AUM Growth
+$107M
(+12%)
Holding
525
Top Buys
| 1 | +$12.5M | |
| 2 | +$2.96M | |
| 3 | +$2.37M | |
| 4 |
NVIDIA
NVDA
|
+$1.58M |
| 5 |
Apple
AAPL
|
+$1.4M |
Top Sells
| 1 | +$4.57M | |
| 2 | +$1.92M | |
| 3 | +$1.07M | |
| 4 |
Target
TGT
|
+$960K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$689K |
Sector Composition
| 1 | Technology | 15.98% |
| 2 | Healthcare | 10.39% |
| 3 | Financials | 7.71% |
| 4 | Consumer Discretionary | 4.37% |
| 5 | Industrials | 3.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Vertiv
VRT
$73.3B
| $433K | 0.04% |
3,373
-27
|
|
||
277
Wabtec
WAB
$35.4B
| $431K | 0.04% |
2,061
+252
|
|
||
278
PayPal
PYPL
$63.4B
| $431K | 0.04% |
5,796
+303
|
|
||
279
Aon
AON
$73.8B
| $427K | 0.04% |
1,196
-57
|
|
||
280
Xcel Energy
XEL
$48.1B
| $425K | 0.04% |
6,243
-234
|
|
||
281
Rio Tinto
RIO
$112B
| $424K | 0.04% |
7,272
-253
|
|
||
282
Ralph Lauren
RL
$19.2B
| $424K | 0.04% |
1,545
+409
|
|
||
283
Elevance Health
ELV
$70.4B
| $423K | 0.04% |
1,087
+434
|
|
||
284
Aflac
AFL
$60.2B
| $420K | 0.04% |
3,978
-192
|
|
||
285
NRG Energy
NRG
$33.5B
| $413K | 0.04% |
+2,569
|
|
||
286
Crown Holdings
CCK
$11.4B
| $412K | 0.04% |
3,999
+81
|
|
||
287
Paychex
PAYX
$41.7B
| $411K | 0.04% |
2,824
+403
|
|
||
288
Synchrony
SYF
$26.9B
| $409K | 0.04% |
6,133
+126
|
|
||
289
Prudential
PUK
$36.2B
| $406K | 0.04% |
16,240
+1,341
|
|
||
290
Honda
HMC
$40.1B
| $403K | 0.04% |
13,975
+1,057
|
|
||
291
US Foods
USFD
$16.7B
| $403K | 0.04% |
5,230
+471
|
|
||
292
DocuSign
DOCU
$14.2B
| $401K | 0.04% |
5,142
-241
|
|
||
293
US Bancorp
USB
$72.8B
| $400K | 0.04% |
8,842
+652
|
|
||
294
Shinhan Financial Group
SHG
$25.3B
| $397K | 0.04% |
8,779
+912
|
|
||
295
Monolithic Power Systems
MPWR
$47.9B
| $396K | 0.04% |
541
+60
|
|
||
296
Exelon
EXC
$46.9B
| $394K | 0.04% |
9,074
-838
|
|
||
297
American Water Works
AWK
$25.6B
| $392K | 0.04% |
2,820
+532
|
|
||
298
Autodesk
ADSK
$64.1B
| $392K | 0.04% |
1,266
+52
|
|
||
299
Robinhood
HOOD
$125B
| $390K | 0.04% |
+4,160
|
|
||
300
Five Below
FIVE
$8.91B
| $388K | 0.04% |
+2,955
|
|