AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.8B
1-Year Est. Return 25.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$979M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.96M
3
+$2.37M
4
NVDA icon
NVIDIA
NVDA
+$1.58M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1
+$4.57M
2
+$1.92M
3
+$1.07M
4
TGT icon
Target
TGT
+$960K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$689K

Sector Composition

1 Technology 15.96%
2 Healthcare 10.39%
3 Financials 7.73%
4 Consumer Discretionary 4.37%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.4M 0.14%
4,387
+71
102
$1.4M 0.14%
8,102
+167
103
$1.39M 0.14%
8,712
-1,897
104
$1.38M 0.14%
6,649
+251
105
$1.37M 0.14%
2,528
+19
106
$1.37M 0.14%
100,122
+8,996
107
$1.34M 0.14%
232
+10
108
$1.33M 0.14%
9,459
+552
109
$1.3M 0.13%
1,838
+14
110
$1.29M 0.13%
2,344
+10
111
$1.26M 0.13%
18,274
+869
112
$1.24M 0.13%
12,770
+1,666
113
$1.22M 0.12%
2,302
+621
114
$1.21M 0.12%
25,135
+75
115
$1.2M 0.12%
2,350
+1,186
116
$1.2M 0.12%
3,934
117
$1.19M 0.12%
11,100
+349
118
$1.17M 0.12%
12,908
-604
119
$1.17M 0.12%
5,081
-660
120
$1.15M 0.12%
2,919
+56
121
$1.15M 0.12%
10,135
+3,198
122
$1.14M 0.12%
2,955
+123
123
$1.11M 0.11%
16,459
+1,159
124
$1.1M 0.11%
12,872
+1,269
125
$1.09M 0.11%
25,147
+1,874
3 4
5
6 7