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
601
$371K 0.01%
+37,025
602
$370K 0.01%
+82,373
603
$370K 0.01%
+9,549
604
$367K 0.01%
+25,212
605
$367K 0.01%
+30,798
606
$364K 0.01%
+31,445
607
$363K 0.01%
+39,494
608
$363K 0.01%
+37,918
609
$362K 0.01%
+17,528
610
$362K 0.01%
+31,460
611
$360K 0.01%
+117,226
612
$360K 0.01%
+54,972
613
$359K 0.01%
+5,772
614
$359K 0.01%
+1,001
615
$357K ﹤0.01%
+46,791
616
$356K ﹤0.01%
+8,604
617
$356K ﹤0.01%
+2,552
618
$355K ﹤0.01%
+85,008
619
$355K ﹤0.01%
+10,376
620
$353K ﹤0.01%
+17,840
621
$352K ﹤0.01%
+5,241
622
$351K ﹤0.01%
+23,524
623
$351K ﹤0.01%
+195,468
624
$348K ﹤0.01%
+27,342
625
$341K ﹤0.01%
+14,645
23 24
25
26 27