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
451
$217K 0.02%
10,351
-19
452
$217K 0.02%
+9,927
453
$216K 0.02%
+1,850
454
$216K 0.02%
1,283
-264
455
$216K 0.02%
+1,368
456
$215K 0.02%
+2,083
457
$212K 0.02%
+1,674
458
$211K 0.02%
7,021
-58
459
$211K 0.02%
687
+47
460
$210K 0.02%
5,412
-583
461
$210K 0.02%
+382
462
$209K 0.02%
1,192
-307
463
$209K 0.02%
23,597
+955
464
$209K 0.02%
+10,201
465
$208K 0.02%
4,657
-1,752
466
$208K 0.02%
7,334
+129
467
$208K 0.02%
+1,445
468
$208K 0.02%
4,236
+692
469
$207K 0.02%
2,256
-208
470
$206K 0.02%
+3,224
471
$206K 0.02%
+2,529
472
$205K 0.02%
356
-64
473
$205K 0.02%
+654
474
$205K 0.02%
+8,902
475
$204K 0.02%
+1,247
17 18
19
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