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
676
$295K ﹤0.01%
+496
677
$295K ﹤0.01%
+6,551
678
$295K ﹤0.01%
+23,718
679
$294K ﹤0.01%
+69,707
680
$294K ﹤0.01%
+4,815
681
$293K ﹤0.01%
+24,667
682
$293K ﹤0.01%
+6,006
683
$292K ﹤0.01%
+34,639
684
$290K ﹤0.01%
+3,648
685
$288K ﹤0.01%
+6,261
686
$286K ﹤0.01%
+7,178
687
$285K ﹤0.01%
+19,943
688
$285K ﹤0.01%
+13,400
689
$285K ﹤0.01%
+52,078
690
$282K ﹤0.01%
+39,206
691
$282K ﹤0.01%
+31,488
692
$281K ﹤0.01%
+3,391
693
$281K ﹤0.01%
+1,510,680
694
$280K ﹤0.01%
+6,375
695
$277K ﹤0.01%
+3,166
696
$275K ﹤0.01%
+8,802
697
$274K ﹤0.01%
+23,281
698
$270K ﹤0.01%
+45,765
699
$269K ﹤0.01%
+26,821
700
$269K ﹤0.01%
+13,678
26 27
28
29 30