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
301
$304K 0.04%
+1,671
302
$303K 0.04%
1,759
+169
303
$303K 0.04%
8,324
304
$302K 0.04%
2,944
+506
305
$300K 0.04%
+2,103
306
$300K 0.04%
+1,241
307
$297K 0.04%
22,642
308
$296K 0.04%
+3,395
309
$294K 0.04%
4,755
+841
310
$292K 0.03%
+576
311
$292K 0.03%
3,310
312
$291K 0.03%
+3,731
313
$290K 0.03%
+5,681
314
$288K 0.03%
2,006
+22
315
$288K 0.03%
1,516
+215
316
$284K 0.03%
8,214
+1,714
317
$281K 0.03%
+2,061
318
$280K 0.03%
+12,592
319
$280K 0.03%
+2,898
320
$278K 0.03%
+1,686
321
$277K 0.03%
438
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322
$276K 0.03%
5,353
+953
323
$275K 0.03%
+3,943
324
$273K 0.03%
+5,481
325
$273K 0.03%
+4,133
11 12
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