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
751
$228K ﹤0.01%
+17,617
752
$227K ﹤0.01%
+8,941
753
$226K ﹤0.01%
+2,626
754
$225K ﹤0.01%
+9,398
755
$224K ﹤0.01%
+16,280
756
$224K ﹤0.01%
+9,679
757
$222K ﹤0.01%
+19,491
758
$222K ﹤0.01%
+18,392
759
$222K ﹤0.01%
+6,802
760
$221K ﹤0.01%
+73
761
$221K ﹤0.01%
+60,256
762
$219K ﹤0.01%
+4,141
763
$219K ﹤0.01%
+28,931
764
$218K ﹤0.01%
+64,660
765
$218K ﹤0.01%
+9,432
766
$216K ﹤0.01%
+2,719
767
$216K ﹤0.01%
+84,300
768
$216K ﹤0.01%
+76,725
769
$216K ﹤0.01%
+1,641
770
$215K ﹤0.01%
+26,720
771
$215K ﹤0.01%
+63,953
772
$214K ﹤0.01%
+25,570
773
$214K ﹤0.01%
+4,684
774
$214K ﹤0.01%
+16,467
775
$214K ﹤0.01%
+1,277
29 30
31
32 33