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
$273M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$18.3M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$11.7M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.36%
2 Healthcare 8.99%
3 Consumer Staples 3.28%
4 Financials 3.2%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$318K 0.12%
+9,337
102
$317K 0.12%
+7,585
103
$313K 0.11%
+7,050
104
$312K 0.11%
+2,049
105
$312K 0.11%
+6,431
106
$309K 0.11%
+1,517
107
$299K 0.11%
+2,218
108
$285K 0.1%
+4,878
109
$282K 0.1%
+3,280
110
$270K 0.1%
+1,601
111
$266K 0.1%
+4,935
112
$245K 0.09%
+1,732
113
$239K 0.09%
+1,029
114
$235K 0.09%
+4,335
115
$234K 0.09%
+3,038
116
$233K 0.09%
+2,150
117
$232K 0.09%
+2,123
118
$229K 0.08%
+1,300
119
$224K 0.08%
+10,329
120
$224K 0.08%
+3,080
121
$220K 0.08%
+12,139
122
$219K 0.08%
+1,774
123
$218K 0.08%
+5,143
124
$217K 0.08%
+2,899
125
$210K 0.08%
+3,257
2 3 4
5
6