AWA
Aaron Wealth Advisors Portfolio holdings
AUM
$1.66B
1-Year Est. Return
19.27%
1 Year Est. Return
+19.27%
AUM
$979M
AUM Growth
+$107M
(+12%)
Holding
525
Top Buys
| 1 | +$12.5M | |
| 2 | +$2.96M | |
| 3 | +$2.37M | |
| 4 |
NVIDIA
NVDA
|
+$1.58M |
| 5 |
Apple
AAPL
|
+$1.4M |
Top Sells
| 1 | +$4.57M | |
| 2 | +$1.92M | |
| 3 | +$1.07M | |
| 4 |
Target
TGT
|
+$960K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$689K |
Sector Composition
| 1 | Technology | 15.98% |
| 2 | Healthcare | 10.39% |
| 3 | Financials | 7.71% |
| 4 | Consumer Discretionary | 4.37% |
| 5 | Industrials | 3.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
American Express
AXP
$248B
| $1.4M | 0.14% |
4,387
+71
|
|
||
102
Toyota
TM
$266B
| $1.4M | 0.14% |
8,102
+167
|
|
||
103
Qualcomm
QCOM
$186B
| $1.39M | 0.14% |
8,712
-1,897
|
|
||
104
Texas Instruments
TXN
$145B
| $1.38M | 0.14% |
6,649
+251
|
|
||
105
Intuitive Surgical
ISRG
$191B
| $1.37M | 0.14% |
2,528
+19
|
|
||
106
Mitsubishi UFJ Financial
MUFG
$172B
| $1.37M | 0.14% |
100,122
+8,996
|
|
||
107
Booking.com
BKNG
$161B
| $1.34M | 0.14% |
232
+10
|
|
||
108
Morgan Stanley
MS
$261B
| $1.33M | 0.14% |
9,459
+552
|
|
||
109
Goldman Sachs
GS
$237B
| $1.3M | 0.13% |
1,838
+14
|
|
||
110
Invesco QQQ Trust
QQQ
$393B
| $1.29M | 0.13% |
2,344
+10
|
|
||
111
Unilever
UL
$149B
| $1.26M | 0.13% |
20,558
+977
|
|
||
112
Lam Research
LRCX
$196B
| $1.24M | 0.13% |
12,770
+1,666
|
|
||
113
GE Vernova
GEV
$149B
| $1.22M | 0.12% |
2,302
+621
|
|
||
114
Sanofi
SNY
$120B
| $1.21M | 0.12% |
25,135
+75
|
|
||
115
CrowdStrike
CRWD
$134B
| $1.2M | 0.12% |
2,350
+1,186
|
|
||
116
Vanguard Total Stock Market ETF
VTI
$550B
| $1.2M | 0.12% |
3,934
|
|
||
117
Boston Scientific
BSX
$147B
| $1.19M | 0.12% |
11,100
+349
|
|
||
118
Colgate-Palmolive
CL
$61.7B
| $1.17M | 0.12% |
12,908
-604
|
|
||
119
Union Pacific
UNP
$131B
| $1.17M | 0.12% |
5,081
-660
|
|
||
120
Stryker
SYK
$139B
| $1.15M | 0.12% |
2,919
+56
|
|
||
121
Alibaba
BABA
$392B
| $1.15M | 0.12% |
10,135
+3,198
|
|
||
122
Adobe
ADBE
$140B
| $1.14M | 0.12% |
2,955
+123
|
|
||
123
Mondelez International
MDLZ
$72.4B
| $1.11M | 0.11% |
16,459
+1,159
|
|
||
124
Citigroup
C
$181B
| $1.1M | 0.11% |
12,872
+1,269
|
|
||
125
Verizon
VZ
$166B
| $1.09M | 0.11% |
25,147
+1,874
|
|