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
401
$776K 0.01%
+46,334
402
$773K 0.01%
+14,107
403
$773K 0.01%
+71,711
404
$770K 0.01%
+10,433
405
$767K 0.01%
+126,140
406
$764K 0.01%
+124,402
407
$764K 0.01%
+148,659
408
$755K 0.01%
+11,287
409
$754K 0.01%
+46,242
410
$752K 0.01%
+19,273
411
$752K 0.01%
+25,966
412
$749K 0.01%
+2,831
413
$747K 0.01%
407,503
+406,720
414
$745K 0.01%
+27,602
415
$743K 0.01%
+55,829
416
$742K 0.01%
+64,255
417
$738K 0.01%
+175,540
418
$735K 0.01%
+78,674
419
$733K 0.01%
+17,247
420
$731K 0.01%
+17,989
421
$721K 0.01%
+6,085
422
$720K 0.01%
+55,036
423
$712K 0.01%
+3,873
424
$710K 0.01%
+25,474
425
$709K 0.01%
+52,047
15 16
17
18 19