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
576
$402K 0.01%
+23,263
577
$400K 0.01%
+12,948
578
$400K 0.01%
+44,824
579
$400K 0.01%
+11,164
580
$400K 0.01%
+11,512
581
$400K 0.01%
76,600
+71,723
582
$399K 0.01%
+60,436
583
$395K 0.01%
+47,771
584
$391K 0.01%
+15,264
585
$390K 0.01%
+21,886
586
$390K 0.01%
+41,000
587
$389K 0.01%
+3,960
588
$388K 0.01%
+9,397
589
$385K 0.01%
+189
590
$384K 0.01%
+107,000
591
$384K 0.01%
+48,391
592
$381K 0.01%
+19,358
593
$381K 0.01%
+59,778
594
$380K 0.01%
+11,973
595
$380K 0.01%
+62,768
596
$379K 0.01%
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597
$378K 0.01%
+4,982
598
$373K 0.01%
+69,034
599
$372K 0.01%
+47,913
600
$372K 0.01%
+33,480
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