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
$7.23B
AUM Growth
+$6.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$1.47B
2
+$458M
3
+$432M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$338M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$270M

Top Sells

1
+$8.82M
2
+$8.74M
3
+$165K
4
AXTI icon
AXT Inc
AXTI
+$88K

Sector Composition

1 Technology 27.65%
2 Healthcare 8.3%
3 Financials 5.34%
4 Materials 2.57%
5 Consumer Discretionary 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.33M 0.02%
+92,030
302
$1.32M 0.02%
423,244
+421,868
303
$1.3M 0.02%
+56,402
304
$1.3M 0.02%
+107,779
305
$1.27M 0.02%
+46,246
306
$1.27M 0.02%
+37,684
307
$1.27M 0.02%
+238,051
308
$1.27M 0.02%
+167,660
309
$1.26M 0.02%
267,821
+266,367
310
$1.26M 0.02%
+82,618
311
$1.25M 0.02%
+74,609
312
$1.25M 0.02%
+128,525
313
$1.25M 0.02%
+6,769
314
$1.25M 0.02%
420,525
+418,786
315
$1.25M 0.02%
+29,268
316
$1.22M 0.02%
+131,669
317
$1.21M 0.02%
347,653
+345,790
318
$1.21M 0.02%
466,654
+464,228
319
– –
0
320
$1.21M 0.02%
+15,231
321
$1.2M 0.02%
+48,427
322
$1.19M 0.02%
+59,109
323
$1.18M 0.02%
+7,451
324
$1.18M 0.02%
+51,219
325
$1.18M 0.02%
190,061
+188,781
11 12
13
14 15