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
$273M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$18.3M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$11.7M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.36%
2 Healthcare 8.99%
3 Consumer Staples 3.28%
4 Financials 3.2%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.08M 1.13%
+61,800
27
$2.9M 1.06%
+27,274
28
$2.84M 1.04%
+68,077
29
$2.67M 0.98%
+7,472
30
$2.47M 0.91%
+22,887
31
$2.41M 0.88%
+47,305
32
$2.1M 0.77%
+23,980
33
$2.1M 0.77%
+9,604
34
$1.82M 0.67%
+55,869
35
$1.77M 0.65%
+10,880
36
$1.64M 0.6%
+52,794
37
$1.63M 0.6%
+10,597
38
$1.5M 0.55%
+9,842
39
$1.45M 0.53%
+23,029
40
$1.38M 0.51%
+20,232
41
$1.34M 0.49%
+12,579
42
$1.25M 0.46%
+10,591
43
$1.24M 0.45%
+10,576
44
$1.16M 0.42%
+18,666
45
$1.15M 0.42%
+6,513
46
$1M 0.37%
+4,613
47
$856K 0.31%
+3,850
48
$840K 0.31%
+25,361
49
$832K 0.3%
+3,047
50
$785K 0.29%
+6,045
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