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
$7.23B
AUM Growth
+$6.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$1.47B
2
+$458M
3
+$432M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$338M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$270M

Top Sells

1
+$8.82M
2
+$8.74M
3
+$165K
4
AXTI icon
AXT Inc
AXTI
+$88K

Sector Composition

1 Technology 27.65%
2 Healthcare 8.3%
3 Financials 5.34%
4 Materials 2.57%
5 Consumer Discretionary 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$251K ﹤0.01%
+1,116
727
$248K ﹤0.01%
+70,372
728
$248K ﹤0.01%
+109,467
729
$245K ﹤0.01%
+126,368
730
$244K ﹤0.01%
+68,327
731
$242K ﹤0.01%
+2,824
732
$242K ﹤0.01%
+3,806
733
$240K ﹤0.01%
+276
734
$240K ﹤0.01%
+11,760
735
$240K ﹤0.01%
+6,345
736
$240K ﹤0.01%
+32,841
737
$239K ﹤0.01%
+4,156
738
$238K ﹤0.01%
+47,788
739
$237K ﹤0.01%
+3,784
740
$236K ﹤0.01%
+15,351
741
$235K ﹤0.01%
+3,322
742
$235K ﹤0.01%
+9,538
743
$233K ﹤0.01%
+22,239
744
$233K ﹤0.01%
+17,060
745
$230K ﹤0.01%
+27,192
746
$230K ﹤0.01%
+7,504
747
$230K ﹤0.01%
+470,672
748
$230K ﹤0.01%
+1,869
749
$228K ﹤0.01%
+6,614
750
$228K ﹤0.01%
+18,180
28 29
30
31 32