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 | |
|---|---|---|---|---|---|---|
51
Bank of America
BAC
$388B
| $3.87M | 0.23% |
75,004
+24,628
|
|
||
52
Berkshire Hathaway Class A
BRK.A
$1.09T
| $3.77M | 0.22% |
5
|
|
||
53
iShares Russell 1000 Value ETF
IWD
$67.6B
| $3.65M | 0.22% |
17,929
|
|
||
54
Caterpillar
CAT
$273B
| $3.65M | 0.22% |
7,640
+2,529
|
|
||
55
UnitedHealth
UNH
$294B
| $3.42M | 0.2% |
9,908
+6,794
|
|
||
56
RTX Corp
RTX
$226B
| $3.32M | 0.2% |
19,836
+9,572
|
|
||
57
iShares MSCI ACWI ex US ETF
ACWX
$7.35B
| $3.3M | 0.2% |
50,764
-740
|
|
||
58
Lam Research
LRCX
$199B
| $3.26M | 0.19% |
24,382
+11,612
|
|
||
59
McKesson
MCK
$102B
| $3.25M | 0.19% |
4,204
-311
|
|
||
60
Waste Management
WM
$86.4B
| $3.24M | 0.19% |
14,685
+1,504
|
|
||
61
Accenture
ACN
$162B
| $3.16M | 0.19% |
12,822
+5,042
|
|
||
62
Charles Schwab
SCHW
$164B
| $3.11M | 0.18% |
32,625
+13,811
|
|
||
63
McDonald's
MCD
$214B
| $2.97M | 0.18% |
9,773
+4,123
|
|
||
64
Automatic Data Processing
ADP
$104B
| $2.96M | 0.18% |
10,073
+1,031
|
|
||
65
Abbott
ABT
$220B
| $2.96M | 0.18% |
22,067
+7,348
|
|
||
66
Morgan Stanley
MS
$269B
| $2.93M | 0.17% |
18,424
+8,965
|
|
||
67
Goldman Sachs
GS
$245B
| $2.92M | 0.17% |
3,667
+1,829
|
|
||
68
Arista Networks
ANET
$160B
| $2.9M | 0.17% |
19,932
+11,298
|
|
||
69
Wells Fargo
WFC
$271B
| $2.81M | 0.17% |
33,499
+11,082
|
|
||
70
General Dynamics
GD
$90.7B
| $2.79M | 0.17% |
8,184
+6,004
|
|
||
71
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
$216M
| $2.74M | 0.16% |
69,659
-4,759
|
|
||
72
Eaton
ETN
$129B
| $2.72M | 0.16% |
7,280
+21
|
|
||
73
Citigroup
C
$185B
| $2.72M | 0.16% |
26,844
+13,972
|
|
||
74
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.58B
| $2.68M | 0.16% |
67,561
-5,455
|
|
||
75
Chevron
CVX
$300B
| $2.65M | 0.16% |
17,037
+9,782
|
|