AWA
Aaron Wealth Advisors Portfolio holdings
AUM
$1.66B
1-Year Est. Return
19.27%
1 Year Est. Return
+19.27%
AUM
$1.66B
AUM Growth
+$676M
(+69%)
Holding
663
Top Buys
| 1 | +$166M | |
| 2 | +$61.5M | |
| 3 | +$18.8M | |
| 4 |
Microsoft
MSFT
|
+$17.6M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$14.8M |
Top Sells
| 1 | +$5.06M | |
| 2 | +$3.59M | |
| 3 | +$2.36M | |
| 4 |
Amgen
AMGN
|
+$1.28M |
| 5 |
Danaher
DHR
|
+$1.07M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Healthcare | 8.33% |
| 3 | Financials | 7.34% |
| 4 | Consumer Discretionary | 5.83% |
| 5 | Industrials | 4.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
Motorola Solutions
MSI
$62.9B
| – | – |
-688
|
|
||
652
Microvision
MVIS
$256M
| – | – |
-10,204
|
|
||
653
Nasdaq
NDAQ
$50.5B
| – | – |
-3,031
|
|
||
654
Opendoor
OPEN
$6.67B
| – | – |
-12,584
|
|
||
655
Otis Worldwide
OTIS
$34B
| – | – |
-4,392
|
|
||
656
Paychex
PAYX
$39.9B
| – | – |
-2,824
|
|
||
657
PACCAR
PCAR
$55.6B
| – | – |
-2,582
|
|
||
658
Precigen
PGEN
$1.23B
| – | – |
-11,149
|
|
||
659
Prudential Financial
PRU
$37.7B
| – | – |
-2,708
|
|
||
660
Sysco
SYY
$35.6B
| – | – |
-3,439
|
|
||
661
Verisk Analytics
VRSK
$31.3B
| – | – |
-1,084
|
|
||
|
WBA
662
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-28,771
|
|
||
663
Wipro
WIT
$28.6B
| – | – |
-17,934
|
|