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
626
$340K ﹤0.01%
+15,215
627
$339K ﹤0.01%
+121,762
628
$339K ﹤0.01%
+5,322
629
$339K ﹤0.01%
+5,691
630
$338K ﹤0.01%
+16,531
631
$338K ﹤0.01%
+49,449
632
$338K ﹤0.01%
+7,611
633
$337K ﹤0.01%
+12,640
634
$335K ﹤0.01%
+8,679
635
$335K ﹤0.01%
+23,450
636
$332K ﹤0.01%
+27,837
637
$332K ﹤0.01%
+19,275
638
$330K ﹤0.01%
+49,816
639
$327K ﹤0.01%
+56,329
640
$325K ﹤0.01%
+6,594
641
$324K ﹤0.01%
+6,875
642
$321K ﹤0.01%
+6,416
643
$320K ﹤0.01%
+15,360
644
$320K ﹤0.01%
+15,644
645
$320K ﹤0.01%
+39,488
646
$319K ﹤0.01%
+72,438
647
$315K ﹤0.01%
+9,616
648
$314K ﹤0.01%
+94,313
649
$314K ﹤0.01%
+22,768
650
$314K ﹤0.01%
+22,648
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