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
$304M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.66M
3
+$2.16M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.46M
5
SPG icon
Simon Property Group
SPG
+$907K

Top Sells

1
+$4.46M
2
+$522K
3
+$509K
4
B
Barrick Mining
B
+$500K
5
AIG icon
American International
AIG
+$255K

Sector Composition

1 Technology 13.71%
2 Healthcare 6.59%
3 Financials 3.91%
4 Consumer Discretionary 3.84%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$427K 0.14%
8,582
+156
102
$427K 0.14%
10,459
-25
103
$418K 0.14%
7,331
-59
104
$410K 0.13%
3,407
-6
105
$407K 0.13%
12,537
-855
106
$394K 0.13%
14,940
107
$394K 0.13%
1,338
+39
108
$391K 0.13%
7,440
+129
109
$389K 0.13%
7,585
110
$376K 0.12%
9,337
111
$367K 0.12%
1,690
-31
112
$360K 0.12%
615
-3
113
$349K 0.11%
8,650
-100
114
$348K 0.11%
1,205
115
$339K 0.11%
3,000
116
$339K 0.11%
1,769
+39
117
$334K 0.11%
663
118
$330K 0.11%
2,446
119
$328K 0.11%
2,835
+679
120
$317K 0.1%
2,189
+20
121
$310K 0.1%
3,924
+632
122
$310K 0.1%
881
+151
123
$308K 0.1%
1,278
-5
124
$307K 0.1%
1,338
-214
125
$304K 0.1%
4,872
+325
3 4
5
6 7