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
901
$75K ﹤0.01%
+32,700
902
$72K ﹤0.01%
+34,029
903
$72K ﹤0.01%
+38,490
904
$72K ﹤0.01%
+13,231
905
$71K ﹤0.01%
+25,990
906
$67K ﹤0.01%
+12,602
907
$65K ﹤0.01%
+13,478
908
$64K ﹤0.01%
+11,134
909
$62K ﹤0.01%
+15,501
910
$60K ﹤0.01%
+10,761
911
$57K ﹤0.01%
+12,943
912
$54K ﹤0.01%
+16,052
913
$52K ﹤0.01%
+17,964
914
$51K ﹤0.01%
+22,689
915
$51K ﹤0.01%
+24,221
916
$50K ﹤0.01%
+11,516
917
$50K ﹤0.01%
+10,348
918
$47K ﹤0.01%
+10,293
919
$46K ﹤0.01%
+12,111
920
$43K ﹤0.01%
+19,074
921
$42K ﹤0.01%
+72,748
922
$39K ﹤0.01%
+79,738
923
$38K ﹤0.01%
+89,241
924
$37K ﹤0.01%
+18,146
925
$21K ﹤0.01%
+141,950
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