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
701
$268K ﹤0.01%
+72,981
702
$268K ﹤0.01%
+19,119
703
$267K ﹤0.01%
+3,324
704
$266K ﹤0.01%
+6,934
705
$265K ﹤0.01%
+32,394
706
$264K ﹤0.01%
+10,911
707
$264K ﹤0.01%
+28,279
708
$263K ﹤0.01%
+3,987
709
$263K ﹤0.01%
+1,191
710
$262K ﹤0.01%
+7,495
711
$262K ﹤0.01%
+10,833
712
$261K ﹤0.01%
+47,945
713
$260K ﹤0.01%
+6,783
714
$260K ﹤0.01%
+6,710
715
$260K ﹤0.01%
+21,270
716
$257K ﹤0.01%
+26,558
717
$257K ﹤0.01%
+48,470
718
$255K ﹤0.01%
+15,741
719
$255K ﹤0.01%
+58,958
720
$255K ﹤0.01%
+12,010
721
$253K ﹤0.01%
+3,777
722
$253K ﹤0.01%
+3,524
723
$253K ﹤0.01%
+2,170
724
$251K ﹤0.01%
+55,837
725
$251K ﹤0.01%
+29,515
27 28
29
30 31