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
$358M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.48M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.37M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

1
+$16.7M
2
+$10.6M
3
+$4.37M
4
DKNG icon
DraftKings
DKNG
+$1.63M
5
AG icon
First Majestic Silver
AG
+$1.58M

Sector Composition

1 Technology 15.18%
2 Healthcare 5.22%
3 Financials 3.96%
4 Consumer Discretionary 3.22%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$707K 0.2%
1,527
+82
77
$692K 0.19%
14,009
78
$682K 0.19%
1,938
+687
79
$662K 0.19%
10,451
+537
80
$646K 0.18%
11,028
+372
81
$633K 0.18%
12,307
-409
82
$620K 0.17%
1,096
83
$608K 0.17%
7,134
-7
84
$606K 0.17%
8,995
+152
85
$603K 0.17%
11,233
+405
86
$583K 0.16%
3,738
+154
87
$571K 0.16%
10,362
+477
88
$567K 0.16%
110,000
89
$562K 0.16%
3,551
+479
90
$561K 0.16%
5,514
+514
91
$552K 0.15%
9,333
-547
92
$545K 0.15%
818
+139
93
$520K 0.15%
3,507
-137
94
$519K 0.15%
+2,369
95
$514K 0.14%
1,863
+490
96
$510K 0.14%
783
+41
97
$503K 0.14%
+2,291
98
$490K 0.14%
2,825
-111
99
$488K 0.14%
11,414
+442
100
$485K 0.14%
+856
2 3
4
5 6