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
351
$251K 0.03%
+1,102
352
$250K 0.03%
+6,921
353
$249K 0.03%
+2,591
354
$249K 0.03%
2,791
-1,084
355
$248K 0.03%
4,854
+147
356
$247K 0.03%
+165
357
$246K 0.03%
+9,690
358
$246K 0.03%
878
+193
359
$244K 0.03%
+2,591
360
$243K 0.03%
+11,885
361
$242K 0.03%
+737
362
$242K 0.03%
2,755
+99
363
$241K 0.03%
12,778
364
$241K 0.03%
+3,541
365
$241K 0.03%
+27,025
366
$241K 0.03%
+444
367
$239K 0.03%
+7,900
368
$238K 0.03%
+1,003
369
$238K 0.03%
+1,760
370
$235K 0.03%
+1,958
371
$234K 0.03%
+1,022
372
$234K 0.03%
+2,037
373
$234K 0.03%
+884
374
$233K 0.03%
+4,039
375
$232K 0.03%
4,559
13 14
15
16 17