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
$542M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$16.5M
3
+$14.1M
4
B
Barrick Mining
B
+$12.4M
5
UNIT
Uniti Group
UNIT
+$9.45M

Top Sells

1
+$13.2M
2
+$5.41M
3
+$2.15M
4
CRM icon
Salesforce
CRM
+$1.41M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.4M

Sector Composition

1 Technology 24.63%
2 Healthcare 9.01%
3 Materials 6.07%
4 Financials 5.11%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$539K 0.1%
1,998
+310
102
$539K 0.1%
16,656
103
$537K 0.1%
3,289
+464
104
$527K 0.1%
4,099
-93
105
$526K 0.1%
8,301
+374
106
$519K 0.1%
3,826
-1,704
107
$518K 0.1%
12,500
108
$512K 0.09%
+10,218
109
$511K 0.09%
929
+104
110
$511K 0.09%
1,082
-190
111
$511K 0.09%
14,009
112
$494K 0.09%
5,364
-508
113
$493K 0.09%
10,376
+183
114
$486K 0.09%
57,162
-3,267
115
$477K 0.09%
3,511
-521
116
$477K 0.09%
8,900
-7,913
117
$475K 0.09%
22,656
-206
118
$471K 0.09%
+10,979
119
$467K 0.09%
+10,000
120
$464K 0.09%
3,000
-1,313
121
$453K 0.08%
4,010
+1,203
122
$442K 0.08%
3,499
-4,760
123
$441K 0.08%
+10,912
124
$432K 0.08%
+4,904
125
$431K 0.08%
5,492
+1,662
3 4
5
6 7