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
876
$112K ﹤0.01%
+25,662
877
$111K ﹤0.01%
+17,534
878
$105K ﹤0.01%
+23,220
879
$104K ﹤0.01%
+12,187
880
$104K ﹤0.01%
+52,681
881
$102K ﹤0.01%
+13,594
882
$101K ﹤0.01%
+25,692
883
$99K ﹤0.01%
+10,680
884
$92K ﹤0.01%
+13,675
885
$91K ﹤0.01%
+59,290
886
$90K ﹤0.01%
+924,690
887
$90K ﹤0.01%
+34,640
888
$89K ﹤0.01%
+13,226
889
$89K ﹤0.01%
+44,664
890
$87K ﹤0.01%
+16,397
891
$87K ﹤0.01%
+13,878
892
$86K ﹤0.01%
+11,433
893
$86K ﹤0.01%
+12,913
894
$83K ﹤0.01%
+96,845
895
$83K ﹤0.01%
+10,900
896
$81K ﹤0.01%
+6,407,200
897
$78K ﹤0.01%
+10,238
898
$78K ﹤0.01%
+11,390
899
$77K ﹤0.01%
+10,956
900
$77K ﹤0.01%
+24,459
34 35
36
37 38