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
$358M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.48M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.37M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

1
+$16.7M
2
+$10.6M
3
+$4.37M
4
DKNG icon
DraftKings
DKNG
+$1.63M
5
AG icon
First Majestic Silver
AG
+$1.58M

Sector Composition

1 Technology 15.18%
2 Healthcare 5.22%
3 Financials 3.96%
4 Consumer Discretionary 3.22%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 0.96%
25,607
-118
27
$3.27M 0.91%
108,750
28
$3.11M 0.87%
64,557
+42,795
29
$2.84M 0.79%
7,897
+370
30
$2.24M 0.63%
10,327
+1,163
31
$2.16M 0.6%
12,960
+2,840
32
$2.05M 0.57%
10,613
+57
33
$2.01M 0.56%
68,240
+42,270
34
$1.95M 0.54%
13,440
+2,020
35
$1.81M 0.51%
10,844
+42
36
$1.68M 0.47%
4,984
+1,588
37
$1.64M 0.46%
41,261
+25,875
38
$1.64M 0.46%
+44,800
39
$1.59M 0.45%
13,632
+1,317
40
$1.59M 0.44%
20,940
+1,268
41
$1.57M 0.44%
6,380
-21
42
$1.41M 0.39%
33,609
-317
43
$1.35M 0.38%
8,475
+1,448
44
$1.28M 0.36%
28,731
+153
45
$1.17M 0.33%
18,765
+727
46
$1.15M 0.32%
11,127
+191
47
$1.13M 0.32%
2,734
-108
48
$1.13M 0.32%
3,788
+1,107
49
$1.13M 0.32%
6,515
+370
50
$1.1M 0.31%
25,000
1
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