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
526
$485K 0.01%
+104,095
527
$484K 0.01%
323,278
+322,920
528
$481K 0.01%
+23,674
529
$481K 0.01%
+128,595
530
$478K 0.01%
229,841
+229,211
531
$475K 0.01%
+6,008
532
$473K 0.01%
+7,151
533
$464K 0.01%
+4,561
534
$463K 0.01%
+3,463
535
$460K 0.01%
+115,561
536
$460K 0.01%
+46,000
537
$451K 0.01%
+34,970
538
$450K 0.01%
+15,484
539
$448K 0.01%
+10,716
540
$447K 0.01%
+61,176
541
$445K 0.01%
+17,608
542
$445K 0.01%
+14,084
543
$440K 0.01%
+4,967
544
$439K 0.01%
+15,070
545
$439K 0.01%
+56,148
546
$438K 0.01%
+22,338
547
$434K 0.01%
+48,881
548
$432K 0.01%
+43,100
549
$432K 0.01%
+42,858
550
$431K 0.01%
+13,701
20 21
22
23 24