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
826
$157K ﹤0.01%
+11,848
827
$154K ﹤0.01%
+35,634
828
$154K ﹤0.01%
+13,588
829
$153K ﹤0.01%
+10,667
830
$153K ﹤0.01%
+32,506
831
$152K ﹤0.01%
+17,860
832
$152K ﹤0.01%
+66,145
833
$152K ﹤0.01%
+20,582
834
$151K ﹤0.01%
+18,432
835
$151K ﹤0.01%
+82,606
836
$150K ﹤0.01%
+51,615
837
$149K ﹤0.01%
+13,360
838
$147K ﹤0.01%
+28,763
839
$147K ﹤0.01%
+11,342
840
$146K ﹤0.01%
+44,807
841
$146K ﹤0.01%
+73,420
842
$143K ﹤0.01%
+18,820
843
$142K ﹤0.01%
+35,282
844
$139K ﹤0.01%
+17,387
845
$139K ﹤0.01%
+16,486
846
$138K ﹤0.01%
+22,100
847
$137K ﹤0.01%
+18,538
848
$136K ﹤0.01%
+14,911
849
$136K ﹤0.01%
+54,157
850
$134K ﹤0.01%
+228,008
32 33
34
35 36