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
$698M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.22M
3
+$3.81M
4
FCX icon
Freeport-McMoran
FCX
+$3M
5
NVDA icon
NVIDIA
NVDA
+$2.29M

Top Sells

1
+$3.29M
2
+$2.74M
3
+$2.43M
4
RNA icon
Avidity Biosciences
RNA
+$1.21M
5
UBER icon
Uber
UBER
+$1.05M

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
301
$201K 0.03%
+1,015
302
$201K 0.03%
+14,395
303
$198K 0.03%
+20,984
304
$173K 0.02%
+20,405
305
$131K 0.02%
10,563
306
$85.4K 0.01%
+16,400
307
$81.3K 0.01%
+9,871
308
$57.1K 0.01%
27,735
+14,367
309
$23.3K ﹤0.01%
+17,403
310
– –
-134,242
311
– –
-1,304
312
– –
-63,778
313
– –
-10,729
9 10 11 12
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