AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.8B
1-Year Est. Return 25.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$979M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.96M
3
+$2.37M
4
NVDA icon
NVIDIA
NVDA
+$1.58M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1
+$4.57M
2
+$1.92M
3
+$1.07M
4
TGT icon
Target
TGT
+$960K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$689K

Sector Composition

1 Technology 15.96%
2 Healthcare 10.39%
3 Financials 7.73%
4 Consumer Discretionary 4.37%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$433K 0.04%
3,373
-27
277
$431K 0.04%
2,061
+252
278
$431K 0.04%
5,796
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279
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280
$425K 0.04%
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281
$424K 0.04%
7,272
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282
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283
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284
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285
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286
$412K 0.04%
3,999
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287
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288
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289
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16,240
+1,341
290
$403K 0.04%
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+1,057
291
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292
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293
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294
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295
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541
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296
$394K 0.04%
9,074
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297
$392K 0.04%
2,820
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298
$392K 0.04%
1,266
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299
$390K 0.04%
+4,160
300
$388K 0.04%
+2,955
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