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
$542M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$16.5M
3
+$14.1M
4
B
Barrick Mining
B
+$12.4M
5
UNIT
Uniti Group
UNIT
+$9.45M

Top Sells

1
+$13.2M
2
+$5.41M
3
+$2.15M
4
CRM icon
Salesforce
CRM
+$1.41M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.4M

Sector Composition

1 Technology 24.63%
2 Healthcare 9.01%
3 Materials 6.07%
4 Financials 5.11%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.36%
27,959
+20,765
52
$1.93M 0.36%
+57,284
53
$1.89M 0.35%
10,412
-450
54
$1.86M 0.34%
5,201
+3,887
55
$1.86M 0.34%
+30,088
56
$1.86M 0.34%
+5,634
57
$1.85M 0.34%
26,960
+23,567
58
$1.77M 0.33%
28,992
+256
59
$1.55M 0.29%
11,529
+9,873
60
$1.53M 0.28%
5,934
+171
61
$1.51M 0.28%
+42,185
62
$1.49M 0.27%
17,427
-119
63
$1.48M 0.27%
20,850
-1,000
64
$1.46M 0.27%
18,398
65
$1.39M 0.26%
52,524
+18,768
66
$1.33M 0.25%
8,598
+6,235
67
$1.32M 0.24%
14,296
+10,338
68
$1.25M 0.23%
25,050
+20,182
69
$1.19M 0.22%
25,000
70
$1.17M 0.22%
21,232
+16,290
71
$1.16M 0.21%
+10,043
72
$1.13M 0.21%
+26,183
73
$1.09M 0.2%
2,156
+357
74
$1.08M 0.2%
4,917
+135
75
$1.06M 0.2%
+40,000
1 2
3
4 5