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
$727M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$5.68M
3
+$3.82M
4
SCHW icon
Charles Schwab
SCHW
+$3.2M
5
FCX icon
Freeport-McMoran
FCX
+$2.41M

Top Sells

1
+$5.14M
2
+$4.88M
3
+$2.95M
4
LLY icon
Eli Lilly
LLY
+$2.52M
5
IBM icon
IBM
IBM
+$2.33M

Sector Composition

1 Technology 22.33%
2 Healthcare 14.37%
3 Financials 6.39%
4 Materials 5.9%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.21%
27,212
+52
77
$1.48M 0.2%
9,693
-282
78
$1.43M 0.2%
4,026
-18
79
$1.42M 0.2%
16,623
+507
80
$1.42M 0.2%
10,897
-93
81
$1.42M 0.19%
9,531
+634
82
$1.39M 0.19%
26,518
+86
83
$1.37M 0.19%
18,283
-10,193
84
$1.32M 0.18%
24,565
85
$1.29M 0.18%
5,076
+369
86
$1.27M 0.18%
21,098
+214
87
$1.23M 0.17%
17,391
-80
88
$1.19M 0.16%
22,719
-1,337
89
$1.14M 0.16%
2,402
+295
90
$1.13M 0.16%
4,033
-244
91
$1.05M 0.14%
5,265
+718
92
$1.05M 0.14%
23,477
+11,169
93
$1.05M 0.14%
40,000
94
$992K 0.14%
5,439
+803
95
$924K 0.13%
9,551
-1,479
96
$909K 0.13%
3,973
-180
97
$906K 0.12%
23,292
-496
98
$881K 0.12%
4,159
+1,244
99
$874K 0.12%
4,561
+290
100
$867K 0.12%
2,514
+140
2 3
4
5 6