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
776
$212K ﹤0.01%
+2,338
777
$212K ﹤0.01%
+11,055
778
$212K ﹤0.01%
+11,168
779
$212K ﹤0.01%
+2,984
780
$212K ﹤0.01%
+2,348
781
$211K ﹤0.01%
+26,693
782
$210K ﹤0.01%
+24,704
783
$209K ﹤0.01%
+1,941
784
$207K ﹤0.01%
+6,601
785
$205K ﹤0.01%
+4,592
786
$204K ﹤0.01%
+90,486
787
$204K ﹤0.01%
+8,823
788
$204K ﹤0.01%
+35,589
789
$203K ﹤0.01%
+8,158
790
$203K ﹤0.01%
+974
791
$201K ﹤0.01%
+35,094
792
$201K ﹤0.01%
+111,736
793
$201K ﹤0.01%
+6,797
794
$200K ﹤0.01%
+2,496
795
$200K ﹤0.01%
+2,442
796
$200K ﹤0.01%
+10,402
797
$200K ﹤0.01%
+15,042
798
$200K ﹤0.01%
+1,918
799
$200K ﹤0.01%
+73,046
800
$200K ﹤0.01%
+2,310
30 31
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