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
$7.23B
AUM Growth
+$6.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$1.47B
2
+$458M
3
+$432M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$338M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$270M

Top Sells

1
+$8.82M
2
+$8.74M
3
+$165K
4
AXTI icon
AXT Inc
AXTI
+$88K

Sector Composition

1 Technology 27.65%
2 Healthcare 8.3%
3 Financials 5.34%
4 Materials 2.57%
5 Consumer Discretionary 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$595K 0.01%
+15,874
477
$593K 0.01%
+26,874
478
$590K 0.01%
+27,352
479
$578K 0.01%
+54,297
480
$576K 0.01%
+84,595
481
$575K 0.01%
+52,014
482
$567K 0.01%
+97,387
483
$559K 0.01%
+13,958
484
$557K 0.01%
+45,479
485
$555K 0.01%
+167,276
486
$554K 0.01%
+27,267
487
$554K 0.01%
+132,743
488
$552K 0.01%
+20,705
489
$552K 0.01%
+92,233
490
$552K 0.01%
+118,321
491
$550K 0.01%
+23,930
492
$548K 0.01%
+20,769
493
$548K 0.01%
+3,885
494
$543K 0.01%
+5,017
495
$537K 0.01%
+75,067
496
$532K 0.01%
+20,678
497
$528K 0.01%
+24,298
498
$527K 0.01%
+2,392
499
$525K 0.01%
+32,870
500
$523K 0.01%
+3,038
18 19
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