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
$840M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.18M
3
+$2.91M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.67M
5
MSFT icon
Microsoft
MSFT
+$2.54M

Top Sells

1
+$2.47M
2
+$2.19M
3
+$664K
4
DOW icon
Dow Inc
DOW
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$325K

Sector Composition

1 Healthcare 13.93%
2 Technology 13.57%
3 Financials 5.71%
4 Consumer Discretionary 3.73%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.55M 0.18%
6,515
+191
77
$1.51M 0.18%
13,131
+2,656
78
$1.5M 0.18%
2,418
+535
79
$1.49M 0.18%
4,893
+208
80
$1.48M 0.18%
28,116
81
$1.48M 0.18%
3,186
+245
82
$1.46M 0.17%
3,058
+397
83
$1.43M 0.17%
12,191
+1,287
84
$1.42M 0.17%
8,352
+1,443
85
$1.36M 0.16%
17,402
+3,599
86
$1.35M 0.16%
74,157
+4,790
87
$1.34M 0.16%
9,570
-186
88
$1.33M 0.16%
67,991
-2,157
89
$1.29M 0.15%
6,228
+572
90
$1.28M 0.15%
22,239
+2,683
91
$1.28M 0.15%
4,720
+782
92
$1.25M 0.15%
2,420
+346
93
$1.22M 0.15%
6,847
+1,214
94
$1.21M 0.14%
2,076
+580
95
$1.2M 0.14%
2,437
+533
96
$1.19M 0.14%
16,133
+450
97
$1.19M 0.14%
11,454
+1,796
98
$1.18M 0.14%
9,368
+21
99
$1.16M 0.14%
10,539
+859
100
$1.15M 0.14%
2,351
2 3
4
5 6