AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.8B
1-Year Est. Return 25.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$979M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.96M
3
+$2.37M
4
NVDA icon
NVIDIA
NVDA
+$1.58M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1
+$4.57M
2
+$1.92M
3
+$1.07M
4
TGT icon
Target
TGT
+$960K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$689K

Sector Composition

1 Technology 15.96%
2 Healthcare 10.39%
3 Financials 7.73%
4 Consumer Discretionary 4.37%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$310K 0.03%
2,210
-34
352
$308K 0.03%
3,743
-1,258
353
$306K 0.03%
+6,148
354
$306K 0.03%
3,028
+1,071
355
$305K 0.03%
2,404
+333
356
$304K 0.03%
552
+47
357
$304K 0.03%
2,349
+403
358
$300K 0.03%
7,650
+47
359
$300K 0.03%
429
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360
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1,117
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361
$295K 0.03%
7,016
+353
362
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-108
363
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2,708
-61
364
$291K 0.03%
+351
365
$291K 0.03%
+925
366
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2,781
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368
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688
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369
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2,495
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370
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9,195
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371
$284K 0.03%
54,230
-2,376
372
$283K 0.03%
1,967
+162
373
$283K 0.03%
54,699
+1,143
374
$281K 0.03%
2,647
+304
375
$281K 0.03%
5,414
+41
13 14
15
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