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
801
$200K ﹤0.01%
+2,208
802
$200K ﹤0.01%
+5,584
803
$198K ﹤0.01%
+28,076
804
$195K ﹤0.01%
+47,145
805
$195K ﹤0.01%
+17,530
806
$194K ﹤0.01%
+18,267
807
$194K ﹤0.01%
+11,960
808
$191K ﹤0.01%
+46,260
809
$190K ﹤0.01%
+11,992
810
$188K ﹤0.01%
+19,394
811
$188K ﹤0.01%
+15,545
812
$185K ﹤0.01%
+22,958
813
$181K ﹤0.01%
+42,755
814
$174K ﹤0.01%
+13,868
815
$172K ﹤0.01%
+14,410
816
$170K ﹤0.01%
+77,127
817
$166K ﹤0.01%
+20,360
818
$165K ﹤0.01%
+26,678
819
$164K ﹤0.01%
+18,003
820
$163K ﹤0.01%
+13,975
821
$159K ﹤0.01%
+65,302
822
$158K ﹤0.01%
+10,582
823
$158K ﹤0.01%
+94,382
824
$158K ﹤0.01%
+23,861
825
$157K ﹤0.01%
+32,883
31 32
33
34 35