AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.8B
1-Year Est. Return 25.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$979M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.96M
3
+$2.37M
4
NVDA icon
NVIDIA
NVDA
+$1.58M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1
+$4.57M
2
+$1.92M
3
+$1.07M
4
TGT icon
Target
TGT
+$960K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$689K

Sector Composition

1 Technology 15.96%
2 Healthcare 10.39%
3 Financials 7.73%
4 Consumer Discretionary 4.37%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$255K 0.03%
+1,894
402
$254K 0.03%
+1,425
403
$254K 0.03%
2,744
+275
404
$254K 0.03%
5,645
-481
405
$253K 0.03%
3,977
+48
406
$252K 0.03%
+5,031
407
$251K 0.03%
+3,220
408
$251K 0.03%
+765
409
$251K 0.03%
8,738
+2,199
410
$251K 0.03%
+3,423
411
$250K 0.03%
+869
412
$245K 0.03%
2,582
-2,719
413
$245K 0.03%
+1,820
414
$244K 0.03%
1,105
+55
415
$243K 0.02%
1,162
-93
416
$241K 0.02%
2,538
-422
417
$241K 0.02%
+1,962
418
$240K 0.02%
+5,109
419
$239K 0.02%
+2,275
420
$239K 0.02%
2,970
+43
421
$237K 0.02%
+1,597
422
$236K 0.02%
3,207
+177
423
$235K 0.02%
+7,220
424
$235K 0.02%
1,212
-18
425
$235K 0.02%
+2,372
15 16
17
18 19