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
$698M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.22M
3
+$3.81M
4
FCX icon
Freeport-McMoran
FCX
+$3M
5
NVDA icon
NVIDIA
NVDA
+$2.29M

Top Sells

1
+$3.29M
2
+$2.74M
3
+$2.43M
4
RNA icon
Avidity Biosciences
RNA
+$1.21M
5
UBER icon
Uber
UBER
+$1.05M

Sector Composition

1 Healthcare 14.15%
2 Technology 11.36%
3 Financials 5.37%
4 Materials 3.25%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.81M 0.55%
+6
27
$3.75M 0.54%
7,139
+19
28
$3.73M 0.54%
24,738
+7,413
29
$3.66M 0.52%
7,540
+2,364
30
$3.51M 0.5%
4,506
+951
31
$3.4M 0.49%
13,611
+428
32
$3.32M 0.48%
55,195
+5,584
33
$3.22M 0.46%
21,120
+3,356
34
$3.14M 0.45%
15,664
+4,109
35
$3.11M 0.45%
40,430
-13,597
36
$2.8M 0.4%
17,693
+4,383
37
$2.79M 0.4%
79,957
-2,741
38
$2.76M 0.4%
83,982
-4,496
39
$2.7M 0.39%
7,859
-363
40
$2.63M 0.38%
6,850
+1,011
41
$2.59M 0.37%
12,168
-13
42
$2.38M 0.34%
6,871
+261
43
$2.35M 0.34%
20,227
+6,262
44
$2.33M 0.33%
13,165
+177
45
$2.29M 0.33%
4,257
+135
46
$2.26M 0.32%
4,695
+856
47
$2.26M 0.32%
13,904
+3,674
48
$2.15M 0.31%
18,619
+2
49
$2.03M 0.29%
16,139
+1,746
50
$2M 0.29%
8,014
-3
1
2
3 4 5