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
$840M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.18M
3
+$2.91M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.67M
5
MSFT icon
Microsoft
MSFT
+$2.54M

Top Sells

1
+$2.47M
2
+$2.19M
3
+$664K
4
DOW icon
Dow Inc
DOW
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$325K

Sector Composition

1 Healthcare 13.93%
2 Technology 13.57%
3 Financials 5.71%
4 Consumer Discretionary 3.73%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.14M 0.14%
20,116
102
$1.13M 0.13%
15,328
+2,117
103
$1.12M 0.13%
6,573
+759
104
$1.12M 0.13%
10,520
105
$1.12M 0.13%
4,527
+346
106
$1.11M 0.13%
3,934
+973
107
$1.11M 0.13%
176,998
108
$1.1M 0.13%
4,074
+381
109
$1.09M 0.13%
5,773
+1,222
110
$1.08M 0.13%
9,503
+1,329
111
$1.08M 0.13%
16,624
+3,148
112
$1.07M 0.13%
16,267
+3,858
113
$1.07M 0.13%
7,251
+528
114
$1.06M 0.13%
10,988
+947
115
$1.05M 0.12%
8,625
+909
116
$1.02M 0.12%
36,363
+48
117
$1.02M 0.12%
16,678
+22
118
$1M 0.12%
17,766
+3,466
119
$976K 0.12%
15,055
+694
120
$967K 0.12%
2,678
+326
121
$943K 0.11%
20,869
+3,594
122
$925K 0.11%
20,601
+3,083
123
$918K 0.11%
16,872
124
$918K 0.11%
21,982
+4,768
125
$888K 0.11%
5,299
3 4
5
6 7