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
$698M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.22M
3
+$3.81M
4
FCX icon
Freeport-McMoran
FCX
+$3M
5
NVDA icon
NVIDIA
NVDA
+$2.29M

Top Sells

1
+$3.29M
2
+$2.74M
3
+$2.43M
4
RNA icon
Avidity Biosciences
RNA
+$1.21M
5
UBER icon
Uber
UBER
+$1.05M

Sector Composition

1 Healthcare 14.15%
2 Technology 11.36%
3 Financials 5.37%
4 Materials 3.25%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.28%
32,309
+7,621
52
$1.93M 0.28%
10,716
+2,023
53
$1.91M 0.27%
3,964
-47
54
$1.9M 0.27%
6,299
+1,210
55
$1.87M 0.27%
5,976
-136
56
$1.85M 0.27%
13,990
+5,460
57
$1.85M 0.26%
3,734
+1,022
58
$1.84M 0.26%
14,349
+6,527
59
$1.73M 0.25%
4,721
+275
60
$1.72M 0.25%
9,593
61
$1.7M 0.24%
9,316
+2,756
62
$1.69M 0.24%
2,312
+547
63
$1.67M 0.24%
1,721
+928
64
$1.64M 0.23%
26,925
-4,990
65
$1.61M 0.23%
12,177
+3,599
66
$1.56M 0.22%
14,093
-1,298
67
$1.53M 0.22%
7,397
+778
68
$1.52M 0.22%
7,950
-4,258
69
$1.47M 0.21%
38,714
+11,410
70
$1.46M 0.21%
68,475
+13,529
71
$1.41M 0.2%
28,116
-2,963
72
$1.38M 0.2%
4,912
+790
73
$1.31M 0.19%
5,195
+2,175
74
$1.31M 0.19%
26,164
+4,993
75
$1.22M 0.18%
6,260
+2,200
1 2
3
4 5