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
551
$431K 0.01%
+15,313
552
$431K 0.01%
+79,023
553
$431K 0.01%
+20,269
554
$430K 0.01%
+45,223
555
$427K 0.01%
+106,711
556
$427K 0.01%
+6,473
557
$424K 0.01%
+11,295
558
$423K 0.01%
+78,085
559
$422K 0.01%
+15,744
560
$421K 0.01%
+34,748
561
$420K 0.01%
+64,978
562
$419K 0.01%
+12,255
563
$419K 0.01%
+25,814
564
$419K 0.01%
+105,009
565
$419K 0.01%
+2,752
566
$416K 0.01%
+5,711
567
$415K 0.01%
+73,272
568
$415K 0.01%
+82,566
569
$411K 0.01%
+11,084
570
$408K 0.01%
+40,971
571
$408K 0.01%
+37,340
572
$407K 0.01%
+65,038
573
$407K 0.01%
+54,204
574
$406K 0.01%
+26,999
575
$403K 0.01%
+81,103
21 22
23
24 25