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
$840M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.18M
3
+$2.91M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.67M
5
MSFT icon
Microsoft
MSFT
+$2.54M

Top Sells

1
+$2.47M
2
+$2.19M
3
+$664K
4
DOW icon
Dow Inc
DOW
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$325K

Sector Composition

1 Healthcare 13.93%
2 Technology 13.57%
3 Financials 5.71%
4 Consumer Discretionary 3.73%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.79M 0.57%
5,404
+690
27
$4.73M 0.56%
28,274
+5,440
28
$4.56M 0.54%
88,193
+3,741
29
$4.35M 0.52%
8,253
-197
30
$4.22M 0.5%
15,360
+1,381
31
$4.2M 0.5%
7,282
+126
32
$4.02M 0.48%
18,189
+17
33
$3.89M 0.46%
18,456
+2,564
34
$3.59M 0.43%
12,908
+47
35
$3.43M 0.41%
8,932
-57
36
$3.33M 0.4%
19,288
+4,818
37
$3.3M 0.39%
43,872
+1,970
38
$3.18M 0.38%
16,747
39
$3.16M 0.38%
26,919
+4,973
40
$3.11M 0.37%
19,189
+1,420
41
$2.94M 0.35%
17,272
+1,160
42
$2.94M 0.35%
7,252
+414
43
$2.93M 0.35%
83,982
44
$2.81M 0.33%
10,730
+3,321
45
$2.8M 0.33%
79,132
-487
46
$2.67M 0.32%
12,860
+226
47
$2.67M 0.32%
21,219
+4,424
48
$2.64M 0.31%
5,344
+664
49
$2.63M 0.31%
15,170
+1,135
50
$2.49M 0.3%
7,051
+449
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