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
451
$655K 0.01%
+78,410
452
$655K 0.01%
163,501
+162,689
453
$654K 0.01%
+9,110
454
$652K 0.01%
131,827
+130,896
455
$650K 0.01%
+35,704
456
$643K 0.01%
+42,810
457
$642K 0.01%
+39,797
458
$641K 0.01%
+215,528
459
$640K 0.01%
+11,244
460
$636K 0.01%
+54,225
461
$634K 0.01%
+22,594
462
$633K 0.01%
+63,179
463
$627K 0.01%
+32,760
464
$625K 0.01%
+25,756
465
$616K 0.01%
+29,715
466
$615K 0.01%
+71,094
467
$615K 0.01%
+68,203
468
$614K 0.01%
+34,021
469
$611K 0.01%
+67,796
470
$609K 0.01%
205,482
+204,866
471
$603K 0.01%
+25,422
472
$603K 0.01%
+5,662
473
$602K 0.01%
+61,042
474
$600K 0.01%
+37,644
475
$598K 0.01%
+58,442
17 18
19
20 21