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
$769M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$5.41M
3
+$5.29M
4
IBM icon
IBM
IBM
+$4.68M
5
CVS icon
CVS Health
CVS
+$1.56M

Top Sells

1
+$7.84M
2
+$6.77M
3
+$5.61M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.97M
5
TSM icon
TSMC
TSM
+$2.12M

Sector Composition

1 Technology 25.66%
2 Healthcare 12.86%
3 Financials 6.03%
4 Materials 4.7%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.06M 0.79%
27,567
+116
27
$5.75M 0.75%
33,130
+78
28
$5.4M 0.7%
109,772
-222
29
$5.36M 0.7%
46,674
-57
30
$5.12M 0.67%
25,384
-2,264
31
$5.03M 0.65%
69,419
32
$4.96M 0.65%
94,680
+711
33
$4.82M 0.63%
102,420
34
$4.39M 0.57%
85,460
35
$4.16M 0.54%
34,769
+1,780
36
$4.09M 0.53%
34,308
+416
37
$4.05M 0.53%
93,794
38
$4.03M 0.52%
71,064
+2,667
39
$3.6M 0.47%
16,908
-9,118
40
$3.56M 0.46%
26,459
-215
41
$3.43M 0.45%
18,292
-67
42
$3.04M 0.4%
6,830
+1,574
43
$3M 0.39%
23,011
+1,760
44
$2.98M 0.39%
22,047
-2
45
$2.97M 0.39%
49,369
-5
46
$2.64M 0.34%
91,066
-4,484
47
$2.61M 0.34%
91,114
+774
48
$2.56M 0.33%
82,733
-2,800
49
$2.56M 0.33%
25,828
-91
50
$2.5M 0.32%
5,327
+226
1
2
3 4 5