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
$872M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.87M
3
+$3.99M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.95M
5
FCX icon
Freeport-McMoran
FCX
+$2.46M

Top Sells

1
+$5.55M
2
+$3.01M
3
+$2.2M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.79M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.43M

Sector Composition

1 Technology 13.52%
2 Healthcare 12.71%
3 Financials 7.69%
4 Consumer Discretionary 4.23%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$234K 0.03%
+1,397
402
$234K 0.03%
30,122
+1,777
403
$232K 0.03%
+1,946
404
$230K 0.03%
+699
405
$227K 0.03%
717
-57
406
$227K 0.03%
1,058
-34
407
$226K 0.03%
5,144
-12
408
$224K 0.03%
+7,227
409
$224K 0.03%
+7,375
410
$220K 0.03%
1,230
-27
411
$217K 0.02%
2,464
+236
412
$217K 0.02%
5,995
+170
413
$216K 0.02%
+640
414
$216K 0.02%
+3,030
415
$215K 0.02%
1,957
-581
416
$215K 0.02%
+2,469
417
$215K 0.02%
3,107
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418
$214K 0.02%
+3,962
419
$213K 0.02%
7,205
-897
420
$213K 0.02%
1,886
-92
421
$212K 0.02%
+6,631
422
$210K 0.02%
346
-33
423
$210K 0.02%
+7,095
424
$210K 0.02%
+10,140
425
$210K 0.02%
2,343
-77
15 16
17
18 19