AWA

Aaron Wealth Advisors Portfolio holdings

AUM $872M
AUM
$872M
AUM Growth
+$11.1M
Cap. Flow
+$28.5M
Cap. Flow %
3.26%
Top 10 Hldgs %
44.49%
Holding
501
New
52
Increased
266
Reduced
112
Closed
51

Top Buys

1
$4.93M
2
$4.87M
3
$3.99M
4
$2.95M
5
$2.46M

Top Sells

1
$5.55M
2
$3.01M
3
$2.2M
4
$1.79M
5
$1.43M

Sector Composition

1Technology13.55%
2Healthcare12.71%
3Financials7.69%
4Consumer Discretionary4.17%
5Consumer Staples3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$299K0.03%3,989
-1,338
-25%
-$100K
$299K0.03%505
+16
+3%
+$9.47K
$298K0.03%1,101
-281
-20%
-$76.1K
$296K0.03%4,666
+192
+4%
+$12.2K
$295K0.03%4,073 New
+$295K
$295K0.03%8,902 New
+$295K
$294K0.03%4,339
+248
+6%
+$16.8K
$293K0.03%2,244
+108
+5%
+$14.1K
$291K0.03%2,341
-101
-4%
-$12.5K
$286K0.03%1,083
-47
-4%
-$12.4K
$284K0.03%653 New
+$284K
$283K0.03%5,216
-481
-8%
-$26.1K
$283K0.03%2,960
+107
+4%
+$10.2K
$282K0.03%53,556
+1,973
+4%
+$10.4K
$281K0.03%238
+57
+31%
+$67.3K
$280K0.03%940
+169
+22%
+$50.3K
$279K0.03%5,161
+325
+7%
+$17.6K
$279K0.03%481 New
+$279K
$277K0.03%2,877
+401
+16%
+$38.6K
$277K0.03%6,126 New
+$277K
$274K0.03%2,014
+225
+13%
+$30.6K
$274K0.03%2,311 New
+$274K
$272K0.03%1,255
+147
+13%
+$31.9K
$272K0.03%6,623 New
+$272K
$272K0.03%1,201 New
+$272K
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