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
$861M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.82M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.88M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.71M

Top Sells

1
+$4.93M
2
+$2.79M
3
+$2.29M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.1M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$766K

Sector Composition

1 Technology 15.59%
2 Healthcare 11.27%
3 Financials 6.4%
4 Consumer Discretionary 4.53%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.17%
12,991
+3,488
77
$1.46M 0.17%
7,524
+677
78
$1.4M 0.16%
14,098
-288
79
$1.39M 0.16%
9,046
+694
80
$1.38M 0.16%
19,628
+1,862
81
$1.37M 0.16%
14,117
+986
82
$1.34M 0.16%
28,116
83
$1.32M 0.15%
9,986
+416
84
$1.31M 0.15%
8,044
-354
85
$1.3M 0.15%
3,100
+42
86
$1.29M 0.15%
11,590
+602
87
$1.29M 0.15%
5,219
+499
88
$1.28M 0.15%
8,860
+1,609
89
$1.27M 0.15%
17,151
+2,096
90
$1.27M 0.15%
2,431
-6
91
$1.25M 0.15%
4,226
+152
92
$1.25M 0.15%
3,114
-72
93
$1.23M 0.14%
18,842
+1,440
94
$1.22M 0.14%
2,387
+36
95
$1.22M 0.14%
2,343
-75
96
$1.21M 0.14%
6,463
+235
97
$1.21M 0.14%
10,023
-957
98
$1.21M 0.14%
77,025
+2,868
99
$1.19M 0.14%
18,606
+2,473
100
$1.18M 0.14%
18,769
+2,502
2 3
4
5 6