AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.8B
1-Year Est. Return 25.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$979M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.96M
3
+$2.37M
4
NVDA icon
NVIDIA
NVDA
+$1.58M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1
+$4.57M
2
+$1.92M
3
+$1.07M
4
TGT icon
Target
TGT
+$960K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$689K

Sector Composition

1 Technology 15.96%
2 Healthcare 10.39%
3 Financials 7.73%
4 Consumer Discretionary 4.37%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.17%
9,628
-256
77
$1.7M 0.17%
9,303
+433
78
$1.7M 0.17%
12,475
+1,544
79
$1.67M 0.17%
9,167
+764
80
$1.65M 0.17%
5,650
-158
81
$1.63M 0.17%
2,075
+1,019
82
$1.59M 0.16%
25,612
-1,492
83
$1.59M 0.16%
3,384
+65
84
$1.59M 0.16%
6,698
+104
85
$1.59M 0.16%
9,437
+175
86
$1.56M 0.16%
25,691
+869
87
$1.55M 0.16%
12,488
+776
88
$1.5M 0.15%
10,264
-403
89
$1.49M 0.15%
13,665
-894
90
$1.48M 0.15%
16,508
-170
91
$1.47M 0.15%
21,079
+570
92
$1.47M 0.15%
50,733
+4,747
93
$1.46M 0.15%
6,867
+3,585
94
$1.45M 0.15%
55,754
+3,183
95
$1.45M 0.15%
10,196
-224
96
$1.43M 0.15%
20,369
+870
97
$1.43M 0.15%
3,219
-88
98
$1.42M 0.14%
7,172
-267
99
$1.41M 0.14%
12,675
+1,522
100
$1.4M 0.14%
20,315
-1,367
2 3
4
5 6