AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 24.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
-$6.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.4M
3
+$3.2M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$596K
5
PENN icon
PENN Entertainment
PENN
+$440K

Top Sells

1
+$15.3B
2
+$11.1B
3
+$5.62B
4
MSFT icon
Microsoft
MSFT
+$5.57B
5
AAPL icon
Apple
AAPL
+$3.92B

Sector Composition

1 Technology 18.3%
2 Healthcare 9.08%
3 Financials 4.54%
4 Communication Services 3.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
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927
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928
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929
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930
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932
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933
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-26,720
934
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-25,814
935
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-62,065
936
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