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
$358M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.48M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.37M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

1
+$16.7M
2
+$10.6M
3
+$4.37M
4
DKNG icon
DraftKings
DKNG
+$1.63M
5
AG icon
First Majestic Silver
AG
+$1.58M

Sector Composition

1 Technology 15.18%
2 Healthcare 5.22%
3 Financials 3.96%
4 Consumer Discretionary 3.22%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$480K 0.13%
12,830
-144
102
$480K 0.13%
3,105
+509
103
$480K 0.13%
3,413
+503
104
$476K 0.13%
1,376
+35
105
$467K 0.13%
11,592
+2,255
106
$459K 0.13%
2,088
+160
107
$456K 0.13%
9,072
+959
108
$453K 0.13%
4,508
-5,346
109
$443K 0.12%
3,685
+1,767
110
$439K 0.12%
775
+134
111
$420K 0.12%
2,297
+324
112
$420K 0.12%
+4,279
113
$415K 0.12%
14,052
+599
114
$414K 0.12%
2,007
+224
115
$413K 0.12%
7,585
116
$410K 0.11%
10,502
117
$409K 0.11%
2,538
+75
118
$408K 0.11%
10,960
+650
119
$408K 0.11%
10,279
+245
120
$405K 0.11%
630
+213
121
$372K 0.1%
7,433
+38
122
$370K 0.1%
1,270
+262
123
$369K 0.1%
8,322
+2,782
124
$358K 0.1%
1,753
-67
125
$353K 0.1%
2,122
+421
3 4
5
6 7