AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 24.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
+$676M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$57.5M
3
+$17.3M
4
AAPL icon
Apple
AAPL
+$16.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.4M

Top Sells

1
+$4.81M
2
+$3.97M
3
+$2.24M
4
AMGN icon
Amgen
AMGN
+$1.32M
5
DHR icon
Danaher
DHR
+$1.07M

Sector Composition

1 Technology 19.71%
2 Healthcare 8.33%
3 Financials 7.36%
4 Consumer Discretionary 5.83%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$373K 0.02%
2,819
-156
477
$372K 0.02%
8,540
+1,206
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+1,273
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480
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481
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482
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480
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483
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484
$361K 0.02%
490
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485
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6,330
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486
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487
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488
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+18,404
489
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490
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+38,937
491
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492
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496
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498
$347K 0.02%
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499
$347K 0.02%
838
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500
$345K 0.02%
6,843
-1,936
18 19
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