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
$698M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.22M
3
+$3.81M
4
FCX icon
Freeport-McMoran
FCX
+$3M
5
NVDA icon
NVIDIA
NVDA
+$2.29M

Top Sells

1
+$3.29M
2
+$2.74M
3
+$2.43M
4
RNA icon
Avidity Biosciences
RNA
+$1.21M
5
UBER icon
Uber
UBER
+$1.05M

Sector Composition

1 Healthcare 14.15%
2 Technology 11.36%
3 Financials 5.37%
4 Materials 3.25%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.17%
6,785
+2,061
77
$1.18M 0.17%
2,544
+324
78
$1.17M 0.17%
9,587
-139
79
$1.16M 0.17%
2,724
-68
80
$1.15M 0.17%
9,408
+1,846
81
$1.15M 0.16%
5,559
-171
82
$1.13M 0.16%
2,696
+139
83
$1.12M 0.16%
67,842
+280
84
$1.1M 0.16%
20,190
-4,300
85
$1.1M 0.16%
15,684
-665
86
$1.09M 0.16%
1,790
+484
87
$1.09M 0.16%
6,418
+727
88
$1.07M 0.15%
4,659
+431
89
$1.05M 0.15%
23,831
+3,925
90
$1.04M 0.15%
6,606
+2,285
91
$1.04M 0.15%
10,722
+4,818
92
$1.04M 0.15%
2,334
93
$1.03M 0.15%
8,931
+3,772
94
$1.01M 0.14%
4,102
+510
95
$999K 0.14%
8,928
+559
96
$990K 0.14%
5,657
+898
97
$985K 0.14%
5,062
+98
98
$981K 0.14%
36,495
-10,509
99
$974K 0.14%
1,930
+393
100
$971K 0.14%
13,426
+1,132
2 3
4
5 6