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
$542M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$16.5M
3
+$14.1M
4
B
Barrick Mining
B
+$12.4M
5
UNIT
Uniti Group
UNIT
+$9.45M

Top Sells

1
+$13.2M
2
+$5.41M
3
+$2.15M
4
CRM icon
Salesforce
CRM
+$1.41M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.4M

Sector Composition

1 Technology 24.63%
2 Healthcare 9.01%
3 Materials 6.07%
4 Financials 5.11%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.2%
6,479
-468
77
$1.02M 0.19%
3,003
+6
78
$1M 0.18%
17,193
+15
79
$1M 0.18%
+10,099
80
$984K 0.18%
3,710
+1,565
81
$983K 0.18%
+7,223
82
$929K 0.17%
30,605
83
$906K 0.17%
+6,796
84
$891K 0.16%
9,494
-481
85
$839K 0.15%
10,950
+1,153
86
$811K 0.15%
4,576
+3,590
87
$809K 0.15%
3,504
+273
88
$774K 0.14%
56,635
-89
89
$766K 0.14%
2,775
+517
90
$732K 0.14%
2,739
+405
91
$729K 0.13%
1,438
+41
92
$700K 0.13%
91,819
93
$689K 0.13%
2,379
+47
94
$677K 0.12%
1,490
+15
95
$663K 0.12%
3,878
-302
96
$647K 0.12%
+7,420
97
$640K 0.12%
17,064
98
$609K 0.11%
20,988
+10,152
99
$606K 0.11%
+13,820
100
$603K 0.11%
4,193
-9,772
2 3
4
5 6