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
376
$885K 0.01%
+36,833
377
$884K 0.01%
292,494
+291,224
378
$878K 0.01%
670,941
+670,097
379
$860K 0.01%
+71,930
380
$859K 0.01%
+82,584
381
$859K 0.01%
+36,593
382
$854K 0.01%
+67,850
383
$843K 0.01%
+30,499
384
$841K 0.01%
+73,326
385
$836K 0.01%
+115,794
386
$833K 0.01%
341,679
+341,064
387
$827K 0.01%
+32,980
388
$821K 0.01%
+112,041
389
$820K 0.01%
+74,152
390
$817K 0.01%
482,561
+481,743
391
$810K 0.01%
+35,218
392
$807K 0.01%
+22,612
393
$800K 0.01%
+14,656
394
$796K 0.01%
+166,682
395
$796K 0.01%
+23,999
396
$793K 0.01%
+51,830
397
$792K 0.01%
+104,805
398
$790K 0.01%
+9,306
399
$788K 0.01%
237,723
+236,782
400
$778K 0.01%
+10,129
14 15
16
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