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
$273M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$18.3M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$11.7M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.36%
2 Healthcare 8.99%
3 Consumer Staples 3.28%
4 Financials 3.2%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$514K 0.19%
+10,704
77
$508K 0.19%
+10,752
78
$505K 0.18%
+5,858
79
$502K 0.18%
+2,888
80
$488K 0.18%
+13,453
81
$487K 0.18%
+110,000
82
$480K 0.18%
+3,242
83
$478K 0.18%
+5,000
84
$462K 0.17%
+3,640
85
$459K 0.17%
+1,432
86
$455K 0.17%
+1,223
87
$434K 0.16%
+3,745
88
$419K 0.15%
+1,785
89
$406K 0.15%
+8,839
90
$400K 0.15%
+8,955
91
$394K 0.14%
+2,179
92
$383K 0.14%
+7,328
93
$382K 0.14%
+4,898
94
$381K 0.14%
+6,494
95
$370K 0.14%
+686
96
$366K 0.13%
+10,171
97
$352K 0.13%
+1,349
98
$349K 0.13%
+698
99
$332K 0.12%
+713
100
$327K 0.12%
+25,080
2 3
4
5 6