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
$861M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.82M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.88M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.71M

Top Sells

1
+$4.93M
2
+$2.79M
3
+$2.29M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.1M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$766K

Sector Composition

1 Technology 15.59%
2 Healthcare 11.27%
3 Financials 6.4%
4 Consumer Discretionary 4.53%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.58M 0.3%
8,805
+103
52
$2.57M 0.3%
42,605
-1,267
53
$2.49M 0.29%
4,373
+324
54
$2.49M 0.29%
19,349
-1,870
55
$2.29M 0.27%
2,567
+163
56
$2.26M 0.26%
4,468
+318
57
$2.21M 0.26%
6,096
+375
58
$2.21M 0.26%
6,652
-56
59
$2.13M 0.25%
6,368
+410
60
$2.12M 0.25%
8,610
+521
61
$2.07M 0.24%
47,156
+2,769
62
$1.99M 0.23%
31,899
+303
63
$1.9M 0.22%
10,719
+651
64
$1.9M 0.22%
30,435
+3,799
65
$1.9M 0.22%
14,020
-995
66
$1.89M 0.22%
31,974
+1,584
67
$1.86M 0.22%
16,157
+2,615
68
$1.86M 0.22%
21,572
+1,396
69
$1.85M 0.21%
8,420
+600
70
$1.78M 0.21%
2,575
+204
71
$1.7M 0.2%
14,060
+1,869
72
$1.62M 0.19%
6,746
-82
73
$1.61M 0.19%
5,571
+678
74
$1.61M 0.19%
6,716
+201
75
$1.6M 0.19%
3,221
+43
1 2
3
4 5