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
$727M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$5.68M
3
+$3.82M
4
SCHW icon
Charles Schwab
SCHW
+$3.2M
5
FCX icon
Freeport-McMoran
FCX
+$2.41M

Top Sells

1
+$5.14M
2
+$4.88M
3
+$2.95M
4
LLY icon
Eli Lilly
LLY
+$2.52M
5
IBM icon
IBM
IBM
+$2.33M

Sector Composition

1 Technology 22.33%
2 Healthcare 14.37%
3 Financials 6.39%
4 Materials 5.9%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.32%
25,327
-224
52
$2.2M 0.3%
21,251
+5,794
53
$2.16M 0.3%
5,256
+16
54
$2.13M 0.29%
26,830
+1,128
55
$2.12M 0.29%
138,420
56
$2.12M 0.29%
13,697
-712
57
$2.12M 0.29%
12,870
+237
58
$2.08M 0.29%
42,455
-24
59
$2.05M 0.28%
10,569
+173
60
$1.97M 0.27%
10,568
-183
61
$1.94M 0.27%
30,317
-32
62
$1.87M 0.26%
10,892
-263
63
$1.86M 0.26%
23,040
-8,425
64
$1.83M 0.25%
6,416
+109
65
$1.82M 0.25%
3,161
+1,769
66
$1.75M 0.24%
5,101
-7,338
67
$1.73M 0.24%
5,859
+269
68
$1.7M 0.23%
+8,324
69
$1.69M 0.23%
18,612
70
$1.68M 0.23%
52,959
+952
71
$1.63M 0.22%
18,504
-4,589
72
$1.59M 0.22%
14,457
+1,445
73
$1.56M 0.21%
9,816
-237
74
$1.56M 0.21%
10,867
-178
75
$1.5M 0.21%
4,001
1 2
3
4 5