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
851
$132K ﹤0.01%
+15,812
852
$129K ﹤0.01%
+17,055
853
$128K ﹤0.01%
+11,018
854
$128K ﹤0.01%
+17,402
855
$128K ﹤0.01%
+10,485
856
$127K ﹤0.01%
+13,088
857
$127K ﹤0.01%
+25,626
858
$127K ﹤0.01%
+56,796
859
$127K ﹤0.01%
+88,699
860
$126K ﹤0.01%
+11,216
861
$126K ﹤0.01%
+470,616
862
$124K ﹤0.01%
+30,797
863
$123K ﹤0.01%
+12,068
864
$122K ﹤0.01%
+12,279
865
$122K ﹤0.01%
+13,409
866
$121K ﹤0.01%
+34,360
867
$120K ﹤0.01%
+88,994
868
$120K ﹤0.01%
+15,219
869
$120K ﹤0.01%
+21,034
870
$120K ﹤0.01%
+10,755
871
$119K ﹤0.01%
+203,335
872
$119K ﹤0.01%
+19,826
873
$116K ﹤0.01%
+16,038
874
$115K ﹤0.01%
+11,677
875
$113K ﹤0.01%
+10,902
33 34
35
36 37