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
426
$234K 0.02%
2,897
-115
427
$233K 0.02%
+2,120
428
$232K 0.02%
+1,065
429
$231K 0.02%
+3,183
430
$230K 0.02%
+6,689
431
$229K 0.02%
5,398
432
$229K 0.02%
+2,011
433
$228K 0.02%
12,778
434
$226K 0.02%
+3,272
435
$226K 0.02%
+2,367
436
$225K 0.02%
+718
437
$225K 0.02%
+4,356
438
$223K 0.02%
1,233
-335
439
$223K 0.02%
9,298
-553
440
$223K 0.02%
3,218
+17
441
$221K 0.02%
+901
442
$221K 0.02%
+2,567
443
$219K 0.02%
+4,187
444
$219K 0.02%
+1,045
445
$219K 0.02%
1,597
-39
446
$219K 0.02%
+6,700
447
$218K 0.02%
14,157
+429
448
$218K 0.02%
2,273
-205
449
$218K 0.02%
+8,678
450
$218K 0.02%
+2,566
16 17
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