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
$861M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.82M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.88M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.71M

Top Sells

1
+$4.93M
2
+$2.79M
3
+$2.29M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.1M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$766K

Sector Composition

1 Technology 15.59%
2 Healthcare 11.27%
3 Financials 6.4%
4 Consumer Discretionary 4.53%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$228K 0.03%
2,051
+48
402
$228K 0.03%
28,345
+2,172
403
$228K 0.03%
+935
404
$227K 0.03%
+1,262
405
$224K 0.03%
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-239
406
$223K 0.03%
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-30
407
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+3,300
408
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181
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409
$221K 0.03%
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410
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411
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8,073
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412
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+10,392
413
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1,882
+17
414
$218K 0.03%
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415
$218K 0.03%
3,797
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416
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417
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418
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419
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420
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930
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421
$213K 0.02%
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422
$212K 0.02%
+771
423
$212K 0.02%
488
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424
$211K 0.02%
+5,156
425
$210K 0.02%
+2,373
15 16
17
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