AWA
Aaron Wealth Advisors Portfolio holdings
AUM
$1.66B
1-Year Est. Return
19.27%
1 Year Est. Return
+19.27%
AUM
$1.66B
AUM Growth
+$676M
(+69%)
Holding
663
Top Buys
| 1 | +$166M | |
| 2 | +$61.5M | |
| 3 | +$18.8M | |
| 4 |
Microsoft
MSFT
|
+$17.6M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$14.8M |
Top Sells
| 1 | +$5.06M | |
| 2 | +$3.59M | |
| 3 | +$2.36M | |
| 4 |
Amgen
AMGN
|
+$1.28M |
| 5 |
Danaher
DHR
|
+$1.07M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Healthcare | 8.33% |
| 3 | Financials | 7.34% |
| 4 | Consumer Discretionary | 5.83% |
| 5 | Industrials | 4.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Masco
MAS
$13.3B
| $2.06M | 0.12% |
29,205
+21,361
|
|
||
102
IBM
IBM
$282B
| $2.05M | 0.12% |
7,274
-1,038
|
|
||
103
Thermo Fisher Scientific
TMO
$218B
| $2.04M | 0.12% |
4,206
+2,480
|
|
||
104
ING
ING
$77.3B
| $2.03M | 0.12% |
77,827
-3,557
|
|
||
105
Novartis
NVS
$254B
| $2.01M | 0.12% |
15,639
+411
|
|
||
106
Progressive
PGR
$134B
| $1.99M | 0.12% |
8,044
+484
|
|
||
107
Lowe's Companies
LOW
$136B
| $1.98M | 0.12% |
7,888
+3,875
|
|
||
108
Zoom
ZM
$25B
| $1.96M | 0.12% |
23,733
+18,122
|
|
||
109
Crown Holdings
CCK
$11.3B
| $1.95M | 0.12% |
20,236
+16,237
|
|
||
110
Gilead Sciences
GILD
$154B
| $1.94M | 0.11% |
17,446
+4,771
|
|
||
111
Salesforce
CRM
$223B
| $1.91M | 0.11% |
8,047
+1,374
|
|
||
112
Tyson Foods
TSN
$20.2B
| $1.88M | 0.11% |
+34,630
|
|
||
113
Verizon
VZ
$171B
| $1.88M | 0.11% |
42,682
+17,535
|
|
||
114
Union Pacific
UNP
$138B
| $1.87M | 0.11% |
7,915
+2,834
|
|
||
115
Wheaton Precious Metals
WPM
$48.9B
| $1.87M | 0.11% |
16,678
+170
|
|
||
116
Autodesk
ADSK
$65.8B
| $1.86M | 0.11% |
5,844
+4,578
|
|
||
117
Alibaba
BABA
$384B
| $1.85M | 0.11% |
10,326
+191
|
|
||
118
Expedia Group
EXPE
$32.3B
| $1.84M | 0.11% |
8,599
+7,316
|
|
||
119
S&P Global
SPGI
$149B
| $1.82M | 0.11% |
3,746
+274
|
|
||
120
Ulta Beauty
ULTA
$24.6B
| $1.82M | 0.11% |
3,327
+2,271
|
|
||
121
Genpact
G
$7.6B
| $1.81M | 0.11% |
43,161
+35,115
|
|
||
122
HSBC
HSBC
$247B
| $1.81M | 0.11% |
25,447
-244
|
|
||
123
Micron Technology
MU
$270B
| $1.78M | 0.11% |
10,653
+2,803
|
|
||
124
American Express
AXP
$248B
| $1.77M | 0.1% |
5,330
+943
|
|
||
125
Kilroy Realty
KRC
$4.99B
| $1.76M | 0.1% |
41,581
+34,892
|
|