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
$861M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.82M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.88M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.71M

Top Sells

1
+$4.93M
2
+$2.79M
3
+$2.29M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.1M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$766K

Sector Composition

1 Technology 15.59%
2 Healthcare 11.27%
3 Financials 6.4%
4 Consumer Discretionary 4.53%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.42M 0.63%
13,410
+2,680
27
$5.11M 0.59%
90,400
+2,207
28
$5.06M 0.59%
16,001
+641
29
$5.05M 0.59%
9,380
+1,127
30
$4.95M 0.57%
21,354
+2,066
31
$4.6M 0.53%
88,158
-233
32
$4.55M 0.53%
18,973
+517
33
$4.3M 0.5%
7,304
+22
34
$4M 0.46%
18,107
-82
35
$3.95M 0.46%
5,119
-285
36
$3.83M 0.44%
20,677
+3,930
37
$3.65M 0.42%
8,904
-28
38
$3.34M 0.39%
16,910
+3,757
39
$3.14M 0.36%
8,066
+814
40
$2.89M 0.34%
26,875
-44
41
$2.88M 0.33%
5,470
+126
42
$2.88M 0.33%
82,775
+3,643
43
$2.85M 0.33%
83,982
44
$2.8M 0.33%
19,362
+173
45
$2.79M 0.32%
7,937
+886
46
$2.74M 0.32%
2,995
+242
47
$2.74M 0.32%
16,346
+1,176
48
$2.72M 0.32%
16,335
-937
49
$2.72M 0.32%
13,467
+607
50
$2.71M 0.31%
11,808
-1,100
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