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
$273M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$18.3M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$11.7M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.36%
2 Healthcare 8.99%
3 Consumer Staples 3.28%
4 Financials 3.2%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$759K 0.28%
+8,277
52
$729K 0.27%
+5,246
53
$727K 0.27%
+2,318
54
$725K 0.27%
+26,927
55
$707K 0.26%
+3,023
56
$701K 0.26%
+14,009
57
$681K 0.25%
+13,180
58
$643K 0.24%
+7,523
59
$643K 0.24%
+5,000
60
$633K 0.23%
+2,386
61
$613K 0.22%
+7,000
62
$613K 0.22%
+2,859
63
$602K 0.22%
+3,829
64
$592K 0.22%
+14,780
65
$591K 0.22%
+2,550
66
$588K 0.22%
+4,026
67
$576K 0.21%
+11,567
68
$571K 0.21%
+10,426
69
$559K 0.2%
+10,733
70
$538K 0.2%
+2,400
71
$538K 0.2%
+9,159
72
$532K 0.19%
+2,182
73
$525K 0.19%
+1,499
74
$520K 0.19%
+17,157
75
$517K 0.19%
+2,251
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3
4 5