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
$775M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$10.6M
3
+$8.59M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.48M
5
SCHW icon
Charles Schwab
SCHW
+$3.79M

Top Sells

1
+$10.1M
2
+$7.9M
3
+$7.24M
4
TTE icon
TotalEnergies
TTE
+$7.08M
5
B
Barrick Mining
B
+$3.79M

Sector Composition

1 Technology 26.73%
2 Healthcare 14.18%
3 Financials 5.98%
4 Materials 3.32%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.31%
26,782
-382
52
$2.37M 0.31%
11,098
+71
53
$2.35M 0.3%
17,838
-59,906
54
$2.3M 0.3%
25,169
-659
55
$2.29M 0.3%
30,240
-207
56
$2.25M 0.29%
14,434
+51
57
$2.24M 0.29%
10,747
+11
58
$2.05M 0.26%
41,060
+24,565
59
$1.98M 0.26%
6,453
+48
60
$1.91M 0.25%
14,599
-20,170
61
$1.82M 0.24%
19,338
+9,776
62
$1.81M 0.23%
5,994
-24
63
$1.78M 0.23%
15,108
+439
64
$1.76M 0.23%
4,040
-84
65
$1.75M 0.23%
18,612
66
$1.73M 0.22%
39,567
+34,124
67
$1.69M 0.22%
11,628
+215
68
$1.65M 0.21%
26,861
+198
69
$1.6M 0.21%
10,092
-391
70
$1.57M 0.2%
4,001
71
$1.56M 0.2%
5,183
+304
72
$1.47M 0.19%
9,693
73
$1.45M 0.19%
9,961
+38
74
$1.44M 0.19%
10,065
-59
75
$1.41M 0.18%
20,658
-423
1 2
3
4 5