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
$769M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$5.41M
3
+$5.29M
4
IBM icon
IBM
IBM
+$4.68M
5
CVS icon
CVS Health
CVS
+$1.56M

Top Sells

1
+$7.84M
2
+$6.77M
3
+$5.61M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.97M
5
TSM icon
TSMC
TSM
+$2.12M

Sector Composition

1 Technology 25.66%
2 Healthcare 12.86%
3 Financials 6.03%
4 Materials 4.7%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.2%
136,908
-1,512
77
$1.51M 0.2%
9,923
+392
78
$1.49M 0.19%
26,663
+145
79
$1.4M 0.18%
4,879
+720
80
$1.4M 0.18%
+8,240
81
$1.33M 0.17%
21,081
-17
82
$1.28M 0.17%
5,108
+32
83
$1.27M 0.16%
24,565
84
$1.26M 0.16%
16,412
-211
85
$1.23M 0.16%
4,122
+89
86
$1.22M 0.16%
2,529
+127
87
$1.17M 0.15%
17,277
-114
88
$1.15M 0.15%
22,234
-485
89
$1.15M 0.15%
5,445
+180
90
$1.12M 0.15%
4,271
+1,097
91
$1.1M 0.14%
2,748
+234
92
$1.07M 0.14%
4,349
+376
93
$1.05M 0.14%
9,059
+1,125
94
$1.03M 0.13%
22,833
-644
95
$1.03M 0.13%
5,579
+140
96
$1M 0.13%
8,780
-17
97
$974K 0.13%
10,000
98
$953K 0.12%
9,562
+11
99
$894K 0.12%
24,047
+755
100
$873K 0.11%
2,481
+40
2 3
4
5 6