AWA

Aaron Wealth Advisors Portfolio holdings

AUM $979M
This Quarter Return
+1.45%
1 Year Return
+17.94%
3 Year Return
+68.45%
5 Year Return
10 Year Return
AUM
$872M
AUM Growth
+$11.1M
Cap. Flow
+$14.7M
Cap. Flow %
1.68%
Top 10 Hldgs %
44.49%
Holding
501
New
52
Increased
266
Reduced
112
Closed
51
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