AWA
Aaron Wealth Advisors Portfolio holdings
AUM
$1.66B
1-Year Est. Return
19.27%
1 Year Est. Return
+19.27%
AUM
$979M
AUM Growth
+$107M
(+12%)
Holding
525
Top Buys
| 1 | +$12.5M | |
| 2 | +$2.96M | |
| 3 | +$2.37M | |
| 4 |
NVIDIA
NVDA
|
+$1.58M |
| 5 |
Apple
AAPL
|
+$1.4M |
Top Sells
| 1 | +$4.57M | |
| 2 | +$1.92M | |
| 3 | +$1.07M | |
| 4 |
Target
TGT
|
+$960K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$689K |
Sector Composition
| 1 | Technology | 15.98% |
| 2 | Healthcare | 10.39% |
| 3 | Financials | 7.71% |
| 4 | Consumer Discretionary | 4.37% |
| 5 | Industrials | 3.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Royal Gold
RGLD
$14.3B
| $1.71M | 0.17% |
9,628
-256
|
|
||
77
Applied Materials
AMAT
$183B
| $1.7M | 0.17% |
9,303
+433
|
|
||
78
Palantir
PLTR
$453B
| $1.7M | 0.17% |
12,475
+1,544
|
|
||
79
Philip Morris
PM
$230B
| $1.67M | 0.17% |
9,167
+764
|
|
||
80
McDonald's
MCD
$214B
| $1.65M | 0.17% |
5,650
-158
|
|
||
81
Intuit
INTU
$184B
| $1.63M | 0.17% |
2,075
+1,019
|
|
||
82
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
| $1.59M | 0.16% |
25,612
-1,492
|
|
||
83
Linde
LIN
$195B
| $1.59M | 0.16% |
3,384
+65
|
|
||
84
Vanguard Small-Cap ETF
VB
$66.4B
| $1.59M | 0.16% |
6,698
+104
|
|
||
85
Cardinal Health
CAH
$46.4B
| $1.59M | 0.16% |
9,437
+175
|
|
||
86
HSBC
HSBC
$240B
| $1.56M | 0.16% |
25,691
+869
|
|
||
87
Walt Disney
DIS
$200B
| $1.55M | 0.16% |
12,488
+776
|
|
||
88
RTX Corp
RTX
$235B
| $1.5M | 0.15% |
10,264
-403
|
|
||
89
iShares Core S&P Small-Cap ETF
IJR
$84.1B
| $1.49M | 0.15% |
13,665
-894
|
|
||
90
Wheaton Precious Metals
WPM
$42.8B
| $1.48M | 0.15% |
16,508
-170
|
|
||
91
AstraZeneca
AZN
$254B
| $1.47M | 0.15% |
21,079
+570
|
|
||
92
AT&T
T
$173B
| $1.47M | 0.15% |
50,733
+4,747
|
|
||
93
Capital One
COF
$140B
| $1.46M | 0.15% |
6,867
+3,585
|
|
||
94
Sony
SONY
$166B
| $1.45M | 0.15% |
55,754
+3,183
|
|
||
95
Advanced Micro Devices
AMD
$406B
| $1.45M | 0.15% |
10,196
-224
|
|
||
96
Shell
SHEL
$212B
| $1.43M | 0.15% |
20,369
+870
|
|
||
97
Vertex Pharmaceuticals
VRTX
$108B
| $1.43M | 0.15% |
3,219
-88
|
|
||
98
Danaher
DHR
$151B
| $1.42M | 0.14% |
7,172
-267
|
|
||
99
Gilead Sciences
GILD
$153B
| $1.41M | 0.14% |
12,675
+1,522
|
|
||
100
Novo Nordisk
NVO
$214B
| $1.4M | 0.14% |
20,315
-1,367
|
|