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
526
$295K 0.02%
+1,649
527
$293K 0.02%
+10,365
528
$292K 0.02%
+2,445
529
$291K 0.02%
+3,258
530
$290K 0.02%
2,394
-101
531
$290K 0.02%
3,034
-507
532
$288K 0.02%
3,517
533
$287K 0.02%
843
+15
534
$287K 0.02%
5,110
-1,038
535
$286K 0.02%
+4,153
536
$285K 0.02%
955
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537
$284K 0.02%
55,945
+1,715
538
$280K 0.02%
+3,435
539
$280K 0.02%
+3,313
540
$279K 0.02%
7,127
+808
541
$277K 0.02%
+11,337
542
$275K 0.02%
+7,412
543
$275K 0.02%
+1,049
544
$274K 0.02%
+5,430
545
$273K 0.02%
+3,707
546
$271K 0.02%
+2,418
547
$271K 0.02%
+10,546
548
$270K 0.02%
+15,633
549
$270K 0.02%
12,003
550
$269K 0.02%
+2,620
20 21
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