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
326
$1.17M 0.02%
+21,096
327
$1.16M 0.02%
+76,129
328
$1.16M 0.02%
+49,710
329
$1.16M 0.02%
165,586
+164,232
330
$1.15M 0.02%
+33,721
331
$1.13M 0.02%
+43,719
332
$1.13M 0.02%
212,540
+211,405
333
$1.12M 0.02%
206,768
+205,748
334
$1.12M 0.02%
+741
335
$1.12M 0.02%
+31,651
336
$1.12M 0.02%
+201,699
337
$1.11M 0.02%
177,206
+170,691
338
$1.11M 0.02%
+51,133
339
$1.11M 0.02%
+40,452
340
$1.11M 0.02%
+231
341
$1.11M 0.02%
+79,820
342
$1.1M 0.02%
463,443
+462,347
343
$1.07M 0.01%
+104,162
344
$1.07M 0.01%
+32,415
345
$1.06M 0.01%
+105,410
346
$1.05M 0.01%
+75,715
347
$1.04M 0.01%
+26,114
348
$1.04M 0.01%
+171,820
349
$1.03M 0.01%
+58,850
350
$1.03M 0.01%
+6,993
12 13
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