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
351
$1.03M 0.01%
+36,982
352
$1.03M 0.01%
+35,448
353
$1.02M 0.01%
+116,383
354
$1.01M 0.01%
+44,655
355
$1.01M 0.01%
+46,702
356
$1.01M 0.01%
+20,401
357
$999K 0.01%
+151,608
358
$996K 0.01%
+2,454
359
$995K 0.01%
+68,475
360
$995K 0.01%
+45,640
361
$990K 0.01%
+83,401
362
$988K 0.01%
+107,435
363
$982K 0.01%
268,292
+267,377
364
$975K 0.01%
+82,758
365
$970K 0.01%
+161,000
366
$968K 0.01%
+52,339
367
$967K 0.01%
+7,639
368
$955K 0.01%
+59,744
369
$955K 0.01%
+71,157
370
$945K 0.01%
+58,363
371
$934K 0.01%
+52,995
372
$925K 0.01%
384,300
+383,403
373
$925K 0.01%
+33,207
374
$907K 0.01%
+137,129
375
$901K 0.01%
+56,114
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