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
$861M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.82M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.88M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.71M

Top Sells

1
+$4.93M
2
+$2.79M
3
+$2.29M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.1M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$766K

Sector Composition

1 Technology 15.59%
2 Healthcare 11.27%
3 Financials 6.4%
4 Consumer Discretionary 4.53%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.18M 0.14%
23,763
+2,894
102
$1.16M 0.13%
7,641
+1,068
103
$1.15M 0.13%
23,904
+1,665
104
$1.14M 0.13%
3,934
105
$1.14M 0.13%
176,998
106
$1.12M 0.13%
4,930
+403
107
$1.1M 0.13%
8,761
+578
108
$1.1M 0.13%
9,480
+855
109
$1.09M 0.13%
12,017
+563
110
$1.08M 0.12%
18,975
+2,351
111
$1.07M 0.12%
8,267
-1,101
112
$1.06M 0.12%
50,233
+8,423
113
$1.06M 0.12%
8,927
-1,612
114
$1.05M 0.12%
211
+42
115
$1.05M 0.12%
2,903
+225
116
$1.03M 0.12%
20,116
117
$1.02M 0.12%
2,303
-117
118
$1.02M 0.12%
16,872
119
$1M 0.12%
85,561
+7,819
120
$1M 0.12%
10,839
+1,474
121
$995K 0.12%
3,566
+93
122
$988K 0.11%
36,147
-216
123
$945K 0.11%
41,502
+5,224
124
$940K 0.11%
1,642
+130
125
$939K 0.11%
9,253
3 4
5
6 7