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
651
$313K ﹤0.01%
+1,996
652
$313K ﹤0.01%
+89,273
653
$313K ﹤0.01%
+3,699
654
$310K ﹤0.01%
+29,065
655
$310K ﹤0.01%
+8,655
656
$310K ﹤0.01%
+6,639
657
$309K ﹤0.01%
+38,056
658
$309K ﹤0.01%
+102,980
659
$309K ﹤0.01%
+50,926
660
$307K ﹤0.01%
+3,100
661
$306K ﹤0.01%
+10,973
662
$305K ﹤0.01%
+73,965
663
$303K ﹤0.01%
+36,269
664
$303K ﹤0.01%
+6,799
665
$302K ﹤0.01%
+88,736
666
$302K ﹤0.01%
+5,188
667
$301K ﹤0.01%
+10,805
668
$301K ﹤0.01%
+19,230
669
$301K ﹤0.01%
+39,449
670
$300K ﹤0.01%
+93,521
671
$300K ﹤0.01%
+9,468
672
$298K ﹤0.01%
+7,840
673
$297K ﹤0.01%
+5,803
674
$296K ﹤0.01%
+14,903
675
$296K ﹤0.01%
+10,401
25 26
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