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
$727M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$5.68M
3
+$3.82M
4
SCHW icon
Charles Schwab
SCHW
+$3.2M
5
FCX icon
Freeport-McMoran
FCX
+$2.41M

Top Sells

1
+$5.14M
2
+$4.88M
3
+$2.95M
4
LLY icon
Eli Lilly
LLY
+$2.52M
5
IBM icon
IBM
IBM
+$2.33M

Sector Composition

1 Technology 22.33%
2 Healthcare 14.37%
3 Financials 6.39%
4 Materials 5.9%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.06M 0.83%
46,731
-332
27
$5.82M 0.8%
26,026
+123
28
$5.61M 0.77%
81,824
+281
29
$5.39M 0.74%
33,052
+190
30
$5.36M 0.74%
109,994
31
$5.2M 0.72%
21,301
-591
32
$5.15M 0.71%
27,648
+2,908
33
$4.96M 0.68%
69,419
34
$4.87M 0.67%
102,420
35
$4.62M 0.64%
93,969
-873
36
$4.52M 0.62%
93,794
37
$4.42M 0.61%
85,460
38
$4.25M 0.58%
26,674
+557
39
$3.58M 0.49%
68,397
+61,037
40
$3.42M 0.47%
32,989
-8,473
41
$3.28M 0.45%
18,359
+134
42
$3.15M 0.43%
33,892
+515
43
$3.06M 0.42%
49,374
+1,844
44
$2.98M 0.41%
22,049
45
$2.97M 0.41%
6
46
$2.77M 0.38%
95,550
-24,203
47
$2.7M 0.37%
25,919
+106
48
$2.58M 0.36%
90,340
-3,257
49
$2.52M 0.35%
85,533
50
$2.44M 0.34%
57,374
+18
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2
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