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
426
$709K 0.01%
+23,687
427
$709K 0.01%
+83
428
$707K 0.01%
+27,749
429
$705K 0.01%
+59,184
430
$703K 0.01%
+7,001
431
$700K 0.01%
+29,358
432
$700K 0.01%
+4,711
433
$698K 0.01%
2,256,492
+2,254,554
434
$697K 0.01%
+62,911
435
$694K 0.01%
+80,816
436
$693K 0.01%
+76,777
437
$689K 0.01%
44,922,100
+44,909,140
438
$687K 0.01%
+40,558
439
$684K 0.01%
+64,761
440
$681K 0.01%
392,153
+391,297
441
$674K 0.01%
307,087
+306,312
442
$674K 0.01%
+16,850
443
$673K 0.01%
+79,952
444
$670K 0.01%
+2,144
445
$670K 0.01%
+30,424
446
$666K 0.01%
+36,596
447
$663K 0.01%
+29,602
448
$659K 0.01%
+65,491
449
$659K 0.01%
+91,370
450
$658K 0.01%
+29,985
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