AWA

Aaron Wealth Advisors Portfolio holdings

AUM $872M
AUM
$872M
AUM Growth
+$11.1M
Cap. Flow
+$28.5M
Cap. Flow %
3.26%
Top 10 Hldgs %
44.49%
Holding
501
New
52
Increased
266
Reduced
112
Closed
51

Top Buys

1
$4.93M
2
$4.87M
3
$3.99M
4
$2.95M
5
$2.46M

Top Sells

1
$5.55M
2
$3.01M
3
$2.2M
4
$1.79M
5
$1.43M

Sector Composition

1Technology13.55%
2Healthcare12.71%
3Financials7.69%
4Consumer Discretionary4.17%
5Consumer Staples3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.28M0.15%9,262
+335
+4%
+$46.2K
$1.27M0.15%13,512
+1,495
+12%
+$140K
$1.25M0.14%11,153
+314
+3%
+$35.2K
$1.24M0.14%2,509
+78
+3%
+$38.6K
$1.24M0.14%91,126
+5,565
+7%
+$75.9K
$1.24M0.14%2,488
+145
+6%
+$72.2K
$1.17M0.13%19,581
+606
+3%
+$36.1K
$1.16M0.13%4,316
+90
+2%
+$24.2K
$1.16M0.13%5,798
+555
+11%
+$111K
$1.16M0.13%11,712
+122
+1%
+$12K
$1.15M0.13%6,398
-65
-1%
-$11.7K
$1.09M0.13%2,334
-53
-2%
-$24.9K
$1.09M0.12%2,832
+529
+23%
+$203K
$1.08M0.12%10,751
+598
+6%
+$60.3K
$1.08M0.12%3,934 ––
$1.08M0.12%16,872 ––
$1.07M0.12%10,420
+397
+4%
+$40.8K
$1.07M0.12%2,863
-40
-1%
-$14.9K
$1.06M0.12%19,116
-1,000
-5%
-$55.5K
$1.06M0.12%23,273
+278
+1%
+$12.6K
$1.06M0.12%4,526
-693
-13%
-$162K
$1.05M0.12%6,997
-644
-8%
-$96.6K
$1.04M0.12%8,907
+146
+2%
+$17K
$1.04M0.12%15,300
+3,098
+25%
+$210K
$1.02M0.12%222
+11
+5%
+$50.7K
1 3456721