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
$1.66B
AUM Growth
+$676M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$61.5M
3
+$18.8M
4
MSFT icon
Microsoft
MSFT
+$17.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.8M

Top Sells

1
+$5.06M
2
+$3.59M
3
+$2.36M
4
AMGN icon
Amgen
AMGN
+$1.28M
5
DHR icon
Danaher
DHR
+$1.07M

Sector Composition

1 Technology 19.73%
2 Healthcare 8.33%
3 Financials 7.34%
4 Consumer Discretionary 5.83%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNB icon
401
FNB Corp
FNB
$6.06B
$518K 0.03%
+32,126
SE icon
402
Sea Limited
SE
$79.9B
$516K 0.03%
2,889
-246
MLPX icon
403
Global X MLP & Energy Infrastructure ETF
MLPX
$2.64B
$515K 0.03%
8,219
-8,653
CME icon
404
CME Group
CME
$98.9B
$514K 0.03%
1,901
-167
WTW icon
405
Willis Towers Watson
WTW
$30.3B
$512K 0.03%
1,481
+794
FAF icon
406
First American
FAF
$6.6B
$511K 0.03%
+7,952
SBUX icon
407
Starbucks
SBUX
$99.1B
$509K 0.03%
6,015
-1,697
ALNY icon
408
Alnylam Pharmaceuticals
ALNY
$62.5B
$506K 0.03%
+1,109
VMI icon
409
Valmont Industries
VMI
$8.16B
$503K 0.03%
1,297
+466
TTWO icon
410
Take-Two Interactive
TTWO
$45.3B
$500K 0.03%
1,935
+841
NVCR icon
411
NovoCure
NVCR
$1.32B
$494K 0.03%
+38,225
TTD icon
412
Trade Desk
TTD
$18.7B
$492K 0.03%
+10,037
NGG icon
413
National Grid
NGG
$75.9B
$490K 0.03%
6,747
-183
VLO icon
414
Valero Energy
VLO
$54B
$489K 0.03%
2,871
+977
BBY icon
415
Best Buy
BBY
$15.6B
$488K 0.03%
+6,456
DIA icon
416
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.8B
$488K 0.03%
1,052
VOT icon
417
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$485K 0.03%
1,651
PLNT icon
418
Planet Fitness
PLNT
$9B
$485K 0.03%
+4,670
RIO icon
419
Rio Tinto
RIO
$121B
$482K 0.03%
7,304
+32
APO icon
420
Apollo Global Management
APO
$78.1B
$481K 0.03%
3,610
+1,045
NSC icon
421
Norfolk Southern
NSC
$66B
$480K 0.03%
1,599
+509
VEA icon
422
Vanguard FTSE Developed Markets ETF
VEA
$186B
$480K 0.03%
8,009
-30
MTCH icon
423
Match Group
MTCH
$7.94B
$479K 0.03%
+13,557
MAN icon
424
ManpowerGroup
MAN
$1.33B
$476K 0.03%
+12,559
TEL icon
425
TE Connectivity
TEL
$67.9B
$473K 0.03%
2,156
-551
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