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
$769M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$5.41M
3
+$5.29M
4
IBM icon
IBM
IBM
+$4.68M
5
CVS icon
CVS Health
CVS
+$1.56M

Top Sells

1
+$7.84M
2
+$6.77M
3
+$5.61M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.97M
5
TSM icon
TSMC
TSM
+$2.12M

Sector Composition

1 Technology 25.66%
2 Healthcare 12.86%
3 Financials 6.03%
4 Materials 4.7%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.46M 0.32%
46,215
+19,003
52
$2.38M 0.31%
14,383
+686
53
$2.33M 0.3%
30,447
+130
54
$2.31M 0.3%
53,596
+637
55
$2.26M 0.29%
12,963
+93
56
$2.22M 0.29%
11,027
+135
57
$2.21M 0.29%
28,625
+10,342
58
$2.2M 0.29%
31,857
+22,520
59
$2.2M 0.29%
27,164
+334
60
$2.09M 0.27%
42,602
+147
61
$2.07M 0.27%
10,736
+167
62
$2.04M 0.27%
23,185
+145
63
$1.98M 0.26%
6,405
-11
64
$1.94M 0.25%
57,071
-303
65
$1.89M 0.25%
10,483
-85
66
$1.87M 0.24%
6,018
+159
67
$1.86M 0.24%
10,124
+308
68
$1.82M 0.24%
18,612
69
$1.76M 0.23%
4,124
+98
70
$1.66M 0.22%
11,413
+516
71
$1.63M 0.21%
4,001
72
$1.62M 0.21%
3,105
-56
73
$1.57M 0.2%
14,669
+212
74
$1.54M 0.2%
10,729
-138
75
$1.53M 0.2%
9,693
1 2
3
4 5