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
$769M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$5.41M
3
+$5.29M
4
IBM icon
IBM
IBM
+$4.68M
5
CVS icon
CVS Health
CVS
+$1.56M

Top Sells

1
+$7.84M
2
+$6.77M
3
+$5.61M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.97M
5
TSM icon
TSMC
TSM
+$2.12M

Sector Composition

1 Technology 25.66%
2 Healthcare 12.86%
3 Financials 6.03%
4 Materials 4.7%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$869K 0.11%
11,920
+517
102
$863K 0.11%
16,495
+35
103
$862K 0.11%
2,334
104
$861K 0.11%
6,234
+27
105
$847K 0.11%
13,907
+4,638
106
$846K 0.11%
1,572
+135
107
$846K 0.11%
5,854
-6
108
$845K 0.11%
4,561
109
$824K 0.11%
3,652
+58
110
$819K 0.11%
2,150
+80
111
$809K 0.11%
5,125
+59
112
$808K 0.11%
60,022
-474
113
$790K 0.1%
8,354
+371
114
$775K 0.1%
10,993
115
$752K 0.1%
3,653
-233
116
$745K 0.1%
8,790
+275
117
$739K 0.1%
21,081
-308
118
$736K 0.1%
23,288
+218
119
$736K 0.1%
8,480
+830
120
$730K 0.09%
5,277
+1,512
121
$720K 0.09%
7,392
+3,484
122
$709K 0.09%
5,359
-46
123
$703K 0.09%
1,582
+63
124
$702K 0.09%
3,430
+204
125
$701K 0.09%
16,872
-247
3 4
5
6 7