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
401
$211K 0.03%
+2,722
402
$210K 0.03%
+5,102
403
$209K 0.02%
+2,414
404
$209K 0.02%
+1,392
405
$208K 0.02%
+1,079
406
$208K 0.02%
+5,197
407
$205K 0.02%
1,073
-483
408
$205K 0.02%
+950
409
$205K 0.02%
+1,647
410
$205K 0.02%
5,117
+83
411
$204K 0.02%
+3,510
412
$204K 0.02%
+3,022
413
$204K 0.02%
+2,470
414
$203K 0.02%
+1,220
415
$201K 0.02%
+3,763
416
$198K 0.02%
+26,173
417
$196K 0.02%
44,900
+29,448
418
$195K 0.02%
+16,976
419
$188K 0.02%
+12,788
420
$142K 0.02%
10,563
421
$75.7K 0.01%
27,735
422
$60.7K 0.01%
19,570
423
$31.3K ﹤0.01%
+27,430
424
$24.4K ﹤0.01%
+12,178
425
$20.2K ﹤0.01%
17,403
14 15 16
17
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