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
376
$232K 0.03%
+1,862
377
$230K 0.03%
+1,865
378
$230K 0.03%
+3,733
379
$229K 0.03%
828
380
$227K 0.03%
+1,027
381
$226K 0.03%
+502
382
$226K 0.03%
+5,832
383
$225K 0.03%
+961
384
$225K 0.03%
23,052
+3,701
385
$225K 0.03%
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386
$223K 0.03%
+606
387
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+2,666
388
$223K 0.03%
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389
$221K 0.03%
+1,154
390
$220K 0.03%
+1,966
391
$220K 0.03%
+4,163
392
$218K 0.03%
+6,888
393
$218K 0.03%
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394
$217K 0.03%
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395
$216K 0.03%
894
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396
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397
$214K 0.03%
790
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398
$214K 0.03%
+1,933
399
$214K 0.03%
+5,609
400
$212K 0.03%
4,649
14 15
16
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