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
$358M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.48M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.37M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

1
+$16.7M
2
+$10.6M
3
+$4.37M
4
DKNG icon
DraftKings
DKNG
+$1.63M
5
AG icon
First Majestic Silver
AG
+$1.58M

Sector Composition

1 Technology 15.18%
2 Healthcare 5.22%
3 Financials 3.96%
4 Consumer Discretionary 3.22%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.3%
6,256
+203
52
$1.01M 0.28%
+4,469
53
$991K 0.28%
9,425
-5
54
$981K 0.27%
+4,877
55
$946K 0.26%
6,018
+488
56
$932K 0.26%
26,404
57
$929K 0.26%
2,337
+16
58
$916K 0.26%
4,739
59
$900K 0.25%
1,794
+242
60
$900K 0.25%
3,542
+493
61
$875K 0.24%
6,082
-334
62
$870K 0.24%
5,324
+297
63
$795K 0.22%
56,813
+178
64
$792K 0.22%
1,316
+305
65
$788K 0.22%
56,653
+4,254
66
$781K 0.22%
8,962
+612
67
$773K 0.22%
+20,615
68
$772K 0.22%
844
+64
69
$765K 0.21%
2,856
+47
70
$764K 0.21%
3,397
+1,160
71
$757K 0.21%
4,691
+10
72
$724K 0.2%
2,915
+16
73
$720K 0.2%
1,739
+183
74
$719K 0.2%
3,813
+272
75
$715K 0.2%
16,656
1 2
3
4 5