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
501
$519K 0.01%
+106,452
502
$515K 0.01%
+60,373
503
$513K 0.01%
+56,527
504
$512K 0.01%
+67,840
505
$508K 0.01%
3,198,770
+3,193,680
506
$506K 0.01%
+16,728
507
$506K 0.01%
+70,632
508
$505K 0.01%
+30,769
509
$504K 0.01%
+88,578
510
$501K 0.01%
+48
511
$500K 0.01%
+26,195
512
$500K 0.01%
+28,375
513
$500K 0.01%
+32,910
514
$500K 0.01%
+7,930
515
$500K 0.01%
+2,930
516
$498K 0.01%
+80,725
517
$497K 0.01%
+45,177
518
$497K 0.01%
+687
519
$496K 0.01%
+44,600
520
$496K 0.01%
+35,592
521
$492K 0.01%
+34,410
522
$491K 0.01%
+42,775
523
$491K 0.01%
+105,299
524
$490K 0.01%
+18,791
525
$486K 0.01%
168,340
+167,644
19 20
21
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