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
$840M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.18M
3
+$2.91M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.67M
5
MSFT icon
Microsoft
MSFT
+$2.54M

Top Sells

1
+$2.47M
2
+$2.19M
3
+$664K
4
DOW icon
Dow Inc
DOW
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$325K

Sector Composition

1 Healthcare 13.93%
2 Technology 13.57%
3 Financials 5.71%
4 Consumer Discretionary 3.73%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.29%
2,753
+359
52
$2.43M 0.29%
4,150
+661
53
$2.41M 0.29%
8,702
+348
54
$2.4M 0.29%
20,176
+4,119
55
$2.34M 0.28%
15,015
+1,749
56
$2.28M 0.27%
13,153
+8,605
57
$2.27M 0.27%
31,596
-86
58
$2.24M 0.27%
5,721
+779
59
$2.22M 0.26%
6,708
+391
60
$2M 0.24%
4,049
-318
61
$1.99M 0.24%
10,068
+646
62
$1.98M 0.24%
2,371
+466
63
$1.85M 0.22%
8,089
+1,374
64
$1.8M 0.21%
10,980
+948
65
$1.76M 0.21%
44,387
+5,360
66
$1.73M 0.21%
6,828
+693
67
$1.73M 0.21%
7,820
+222
68
$1.71M 0.2%
2,404
+511
69
$1.7M 0.2%
8,398
+768
70
$1.66M 0.2%
26,636
+47
71
$1.64M 0.2%
3,178
+228
72
$1.63M 0.19%
14,386
+1,188
73
$1.63M 0.19%
5,958
+496
74
$1.62M 0.19%
30,390
+4,239
75
$1.58M 0.19%
13,542
+28
1 2
3
4 5