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
326
$273K 0.03%
3,387
-611
327
$270K 0.03%
+1,296
328
$270K 0.03%
+6,889
329
$269K 0.03%
+4,334
330
$268K 0.03%
+2,022
331
$267K 0.03%
+1,636
332
$267K 0.03%
3,372
+344
333
$266K 0.03%
4,092
+148
334
$266K 0.03%
+1,341
335
$265K 0.03%
4,688
336
$264K 0.03%
185
-24
337
$264K 0.03%
54,316
+43,511
338
$261K 0.03%
+1,084
339
$260K 0.03%
+2,257
340
$258K 0.03%
+1,396
341
$257K 0.03%
+2,334
342
$256K 0.03%
6,128
+6
343
$256K 0.03%
506
+1
344
$255K 0.03%
+1,742
345
$255K 0.03%
+1,156
346
$254K 0.03%
3,419
+547
347
$253K 0.03%
1,886
-207
348
$253K 0.03%
+8,052
349
$252K 0.03%
+4,830
350
$251K 0.03%
+2,620
12 13
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