AWA

Aaron Wealth Advisors Portfolio holdings

AUM $872M
AUM
$872M
AUM Growth
+$11.1M
Cap. Flow
+$28.5M
Cap. Flow %
3.26%
Top 10 Hldgs %
44.49%
Holding
501
New
52
Increased
266
Reduced
112
Closed
51

Top Buys

1
$4.93M
2
$4.87M
3
$3.99M
4
$2.95M
5
$2.46M

Top Sells

1
$5.55M
2
$3.01M
3
$2.2M
4
$1.79M
5
$1.43M

Sector Composition

1Technology13.55%
2Healthcare12.71%
3Financials7.69%
4Consumer Discretionary4.17%
5Consumer Staples3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$251K0.03%1,136
+132
+13%
+$29.1K
$251K0.03%13,728
-1,204
-8%
-$22K
$249K0.03%722 New
+$249K
$249K0.03%2,478
+218
+10%
+$21.9K
$249K0.03%10,370 New
+$249K
$246K0.03%2,245
+96
+4%
+$10.5K
$246K0.03%7,940
-133
-2%
-$4.11K
$245K0.03%3,400
-288
-8%
-$20.8K
$245K0.03%3,012 New
+$245K
$245K0.03%962
-30
-3%
-$7.63K
$244K0.03%3,929
+132
+3%
+$8.2K
$242K0.03%3,517 ––
$240K0.03%3,201 New
+$240K
$240K0.03%3,780
+403
+12%
+$25.6K
$240K0.03%652
-20
-3%
-$7.37K
$240K0.03%9,451
+243
+3%
+$6.17K
$240K0.03%27,388
+2,966
+12%
+$26K
$239K0.03%1,050
-35
-3%
-$7.98K
$239K0.03%1,513
+194
+15%
+$30.7K
$238K0.03%1,266 New
+$238K
$238K0.03%420
-41
-9%
-$23.2K
$237K0.03%1,620
+88
+6%
+$12.9K
$235K0.03%1,805 New
+$235K
$235K0.03%2,094 New
+$235K
$235K0.03%2,927
+223
+8%
+$17.9K
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