AWA

Aaron Wealth Advisors Portfolio holdings

AUM $979M
This Quarter Return
+1.45%
1 Year Return
+17.94%
3 Year Return
+68.45%
5 Year Return
10 Year Return
AUM
$872M
AUM Growth
+$11.1M
Cap. Flow
+$14.7M
Cap. Flow %
1.68%
Top 10 Hldgs %
44.49%
Holding
501
New
52
Increased
266
Reduced
112
Closed
51
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.28M0.15% 9,262
+335
+4%
+$46.2K
$1.27M0.15% 13,512
+1,495
+12%
+$140K
$1.25M0.14% 11,153
+314
+3%
+$35.2K
$1.24M0.14% 2,509
+78
+3%
+$38.6K
$1.24M0.14% 91,126
+5,565
+7%
+$75.9K
$1.24M0.14% 2,488
+145
+6%
+$72.2K
$1.17M0.13% 19,581
+606
+3%
+$36.1K
$1.16M0.13% 4,316
+90
+2%
+$24.2K
$1.16M0.13% 5,798
+555
+11%
+$111K
$1.16M0.13% 11,712
+122
+1%
+$12K
$1.15M0.13% 6,398
-65
-1%
-$11.7K
$1.09M0.13% 2,334
-53
-2%
-$24.9K
$1.09M0.12% 2,832
+529
+23%
+$203K
$1.08M0.12% 10,751
+598
+6%
+$60.3K
$1.08M0.12% 3,934
$1.08M0.12% 16,872
$1.07M0.12% 10,420
+397
+4%
+$40.8K
$1.07M0.12% 2,863
-40
-1%
-$14.9K
$1.06M0.12% 19,116
-1,000
-5%
-$55.5K
$1.06M0.12% 23,273
+278
+1%
+$12.6K
$1.06M0.12% 4,526
-693
-13%
-$162K
$1.05M0.12% 6,997
-644
-8%
-$96.6K
$1.04M0.12% 8,907
+146
+2%
+$17K
$1.04M0.12% 15,300
+3,098
+25%
+$210K
$1.02M0.12% 222
+11
+5%
+$50.7K