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
$542M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$16.5M
3
+$14.1M
4
B
Barrick Mining
B
+$12.4M
5
UNIT
Uniti Group
UNIT
+$9.45M

Top Sells

1
+$13.2M
2
+$5.41M
3
+$2.15M
4
CRM icon
Salesforce
CRM
+$1.41M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.4M

Sector Composition

1 Technology 24.63%
2 Healthcare 9.01%
3 Materials 6.07%
4 Financials 5.11%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.8M 0.88%
16,867
+8,877
27
$4.72M 0.87%
102,420
28
$4.52M 0.83%
25,468
+14,367
29
$4.49M 0.83%
112,303
30
$4.37M 0.81%
16,378
+7,392
31
$4.27M 0.79%
85,460
+12,838
32
$4.11M 0.76%
25,137
+6,638
33
$4.04M 0.75%
12,498
+10,321
34
$3.97M 0.73%
18,858
-904
35
$3.89M 0.72%
69,419
-641
36
$3.52M 0.65%
215,750
37
$3.47M 0.64%
80,265
+22,944
38
$3.33M 0.61%
119,753
39
$3.22M 0.59%
265,070
+185,540
40
$3.19M 0.59%
23,746
+19,882
41
$3.03M 0.56%
18,360
+51
42
$2.82M 0.52%
94,465
-3,440
43
$2.67M 0.49%
+10,104
44
$2.57M 0.47%
31,865
+21,117
45
$2.33M 0.43%
41,570
+16,818
46
$2.33M 0.43%
+21,879
47
$2.27M 0.42%
20,103
+2,104
48
$2.21M 0.41%
26,288
+151
49
$2.21M 0.41%
+10,493
50
$2.01M 0.37%
66,645
+359
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2
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