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
$861M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.82M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.88M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.71M

Top Sells

1
+$4.93M
2
+$2.79M
3
+$2.29M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.1M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$766K

Sector Composition

1 Technology 15.59%
2 Healthcare 11.27%
3 Financials 6.4%
4 Consumer Discretionary 4.53%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$266K 0.03%
3,291
+625
352
$265K 0.03%
+3,658
353
$264K 0.03%
1,747
-1,054
354
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417
-161
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$262K 0.03%
5,105
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356
$261K 0.03%
1,161
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357
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+3,517
358
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$257K 0.03%
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360
$257K 0.03%
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361
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357
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362
$253K 0.03%
4,091
-1
363
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12,778
364
$253K 0.03%
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365
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7,627
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366
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369
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370
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371
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+1,319
372
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+1,487
373
$241K 0.03%
379
-59
374
$241K 0.03%
2,851
-208
375
$240K 0.03%
+1,092
13 14
15
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