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
376
$279K 0.03%
1,090
+10
377
$279K 0.03%
5,048
-1,731
378
$278K 0.03%
4,688
379
$278K 0.03%
4,743
+963
380
$277K 0.03%
+2,238
381
$275K 0.03%
1,457
-87
382
$275K 0.03%
32,414
+2,292
383
$273K 0.03%
4,832
-647
384
$272K 0.03%
+4,253
385
$271K 0.03%
+831
386
$271K 0.03%
+3,031
387
$270K 0.03%
+2,291
388
$269K 0.03%
3,517
389
$267K 0.03%
12,003
390
$266K 0.03%
651
-1
391
$266K 0.03%
+1,094
392
$266K 0.03%
2,513
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393
$261K 0.03%
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394
$260K 0.03%
3,439
-550
395
$260K 0.03%
4,460
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396
$259K 0.03%
+5,564
397
$259K 0.03%
+2,950
398
$259K 0.03%
+1,930
399
$259K 0.03%
1,585
+72
400
$257K 0.03%
+681
14 15
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