AWA
Aaron Wealth Advisors Portfolio holdings
AUM
$1.66B
1-Year Est. Return
19.27%
1 Year Est. Return
+19.27%
AUM
$1.66B
AUM Growth
+$676M
(+69%)
Holding
663
Top Buys
| 1 | +$166M | |
| 2 | +$61.5M | |
| 3 | +$18.8M | |
| 4 |
Microsoft
MSFT
|
+$17.6M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$14.8M |
Top Sells
| 1 | +$5.06M | |
| 2 | +$3.59M | |
| 3 | +$2.36M | |
| 4 |
Amgen
AMGN
|
+$1.28M |
| 5 |
Danaher
DHR
|
+$1.07M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Healthcare | 8.33% |
| 3 | Financials | 7.34% |
| 4 | Consumer Discretionary | 5.83% |
| 5 | Industrials | 4.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walmart
WMT
$896B
| $9.99M | 0.59% |
96,978
+29,499
|
|
||
27
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
| $9.86M | 0.58% |
92,312
+3,746
|
|
||
28
Vanguard Russell 1000 ETF
VONE
$7.13B
| $8.45M | 0.5% |
27,931
-170
|
|
||
29
Visa
V
$636B
| $8.19M | 0.49% |
24,004
+6,806
|
|
||
30
Eli Lilly
LLY
$936B
| $7.63M | 0.45% |
10,003
+4,392
|
|
||
31
TSMC
TSM
$1.51T
| $6.85M | 0.41% |
24,509
+335
|
|
||
32
Johnson & Johnson
JNJ
$495B
| $6.64M | 0.39% |
35,832
+15,006
|
|
||
33
Netflix
NFLX
$463B
| $6.34M | 0.38% |
52,840
+25,000
|
|
||
34
iShares MSCI EAFE ETF
EFA
$68.5B
| $5.91M | 0.35% |
63,333
-9,275
|
|
||
35
Oracle
ORCL
$573B
| $5.54M | 0.33% |
19,714
+2,691
|
|
||
36
Exxon Mobil
XOM
$487B
| $5.47M | 0.32% |
48,502
+20,335
|
|
||
37
Home Depot
HD
$352B
| $5.42M | 0.32% |
13,381
+5,394
|
|
||
38
Uber
UBER
$182B
| $5.29M | 0.31% |
53,997
+8,088
|
|
||
39
Vanguard S&P 500 ETF
VOO
$800B
| $5.18M | 0.31% |
8,454
-329
|
|
||
40
Palantir
PLTR
$407B
| $4.98M | 0.3% |
27,327
+14,852
|
|
||
41
AbbVie
ABBV
$397B
| $4.95M | 0.29% |
21,357
+9,284
|
|
||
42
iShares Russell 1000 Growth ETF
IWF
$126B
| $4.86M | 0.29% |
10,378
-10,810
|
|
||
43
Mastercard
MA
$490B
| $4.86M | 0.29% |
8,536
+2,381
|
|
||
44
Costco
COST
$409B
| $4.71M | 0.28% |
5,091
+1,127
|
|
||
45
Bristol-Myers Squibb
BMY
$98.2B
| $4.33M | 0.26% |
96,044
+6,815
|
|
||
46
Vanguard Growth ETF
VUG
$202B
| $4.26M | 0.25% |
8,888
|
|
||
47
Procter & Gamble
PG
$341B
| $4.11M | 0.24% |
26,764
+10,024
|
|
||
48
GE Aerospace
GE
$305B
| $4.02M | 0.24% |
13,373
+6,493
|
|
||
49
iShares Core S&P 500 ETF
IVV
$731B
| $4.01M | 0.24% |
5,989
+12
|
|
||
50
Cisco
CSCO
$304B
| $3.87M | 0.23% |
56,631
+22,247
|
|