AWA
Aaron Wealth Advisors Portfolio holdings
AUM
$1.66B
1-Year Est. Return
19.27%
1 Year Est. Return
+19.27%
AUM
$979M
AUM Growth
+$107M
(+12%)
Holding
525
Top Buys
| 1 | +$12.5M | |
| 2 | +$2.96M | |
| 3 | +$2.37M | |
| 4 |
NVIDIA
NVDA
|
+$1.58M |
| 5 |
Apple
AAPL
|
+$1.4M |
Top Sells
| 1 | +$4.57M | |
| 2 | +$1.92M | |
| 3 | +$1.07M | |
| 4 |
Target
TGT
|
+$960K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$689K |
Sector Composition
| 1 | Technology | 15.98% |
| 2 | Healthcare | 10.39% |
| 3 | Financials | 7.71% |
| 4 | Consumer Discretionary | 4.37% |
| 5 | Industrials | 3.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
SAP
SAP
$302B
| $2.81M | 0.29% |
9,233
+319
|
|
||
52
Automatic Data Processing
ADP
$105B
| $2.79M | 0.28% |
9,042
+137
|
|
||
53
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.7B
| $2.77M | 0.28% |
73,016
-2,056
|
|
||
54
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
$208M
| $2.73M | 0.28% |
74,418
-9,564
|
|
||
55
Procter & Gamble
PG
$344B
| $2.67M | 0.27% |
16,740
-212
|
|
||
56
Eaton
ETN
$147B
| $2.59M | 0.26% |
7,259
+514
|
|
||
57
Coca-Cola
KO
$295B
| $2.48M | 0.25% |
35,123
+974
|
|
||
58
IBM
IBM
$281B
| $2.45M | 0.25% |
8,312
-388
|
|
||
59
iShares Core S&P Total US Stock Market ETF
ITOT
$78.7B
| $2.44M | 0.25% |
18,082
-765
|
|
||
60
Cisco
CSCO
$285B
| $2.39M | 0.24% |
34,384
+907
|
|
||
61
Bank of America
BAC
$391B
| $2.38M | 0.24% |
50,376
+2,814
|
|
||
62
Accenture
ACN
$151B
| $2.33M | 0.24% |
7,780
+53
|
|
||
63
AbbVie
ABBV
$381B
| $2.24M | 0.23% |
12,073
+420
|
|
||
64
ASML
ASML
$400B
| $2.18M | 0.22% |
2,725
+114
|
|
||
65
Progressive
PGR
$123B
| $2.02M | 0.21% |
7,560
+551
|
|
||
66
Abbott
ABT
$219B
| $2M | 0.2% |
14,719
+425
|
|
||
67
Caterpillar
CAT
$257B
| $1.98M | 0.2% |
5,111
-479
|
|
||
68
Novartis
NVS
$240B
| $1.84M | 0.19% |
15,228
+654
|
|
||
69
S&P Global
SPGI
$151B
| $1.83M | 0.19% |
3,472
+42
|
|
||
70
Salesforce
CRM
$242B
| $1.82M | 0.19% |
6,673
-137
|
|
||
71
Wells Fargo
WFC
$274B
| $1.8M | 0.18% |
22,417
+1,794
|
|
||
72
ING
ING
$73.4B
| $1.78M | 0.18% |
81,384
+3,341
|
|
||
73
GE Aerospace
GE
$321B
| $1.77M | 0.18% |
6,880
+1,082
|
|
||
74
TJX Companies
TJX
$158B
| $1.73M | 0.18% |
13,983
-173
|
|
||
75
Charles Schwab
SCHW
$170B
| $1.72M | 0.18% |
18,814
+1,381
|
|