AWA
Aaron Wealth Advisors Portfolio holdings
AUM
$1.66B
1-Year Est. Return
19.27%
1 Year Est. Return
+19.27%
AUM
$1.66B
AUM Growth
+$676M
(+69%)
Holding
663
Top Buys
| 1 | +$166M | |
| 2 | +$61.5M | |
| 3 | +$18.8M | |
| 4 |
Microsoft
MSFT
|
+$17.6M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$14.8M |
Top Sells
| 1 | +$5.06M | |
| 2 | +$3.59M | |
| 3 | +$2.36M | |
| 4 |
Amgen
AMGN
|
+$1.28M |
| 5 |
Danaher
DHR
|
+$1.07M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Healthcare | 8.33% |
| 3 | Financials | 7.34% |
| 4 | Consumer Discretionary | 5.83% |
| 5 | Industrials | 4.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Cummins
CMI
$69.2B
| $1.76M | 0.1% |
4,158
+2,538
|
|
||
127
United Rentals
URI
$51B
| $1.75M | 0.1% |
1,838
+1,333
|
|
||
128
Boston Scientific
BSX
$147B
| $1.74M | 0.1% |
17,849
+6,749
|
|
||
129
KLA
KLAC
$156B
| $1.74M | 0.1% |
1,614
+626
|
|
||
130
Boyd Gaming
BYD
$6.38B
| $1.73M | 0.1% |
20,019
+15,737
|
|
||
131
GE Vernova
GEV
$163B
| $1.72M | 0.1% |
2,793
+491
|
|
||
132
Skyworks Solutions
SWKS
$10.1B
| $1.71M | 0.1% |
22,264
+17,830
|
|
||
133
Consolidated Edison
ED
$35B
| $1.7M | 0.1% |
16,960
+8,377
|
|
||
134
Advanced Micro Devices
AMD
$350B
| $1.7M | 0.1% |
10,535
+339
|
|
||
135
Robert Half
RHI
$2.77B
| $1.69M | 0.1% |
+49,658
|
|
||
136
Applovin
APP
$221B
| $1.68M | 0.1% |
2,341
+978
|
|
||
137
Bank of New York Mellon
BK
$78.2B
| $1.68M | 0.1% |
15,399
+5,652
|
|
||
138
Ralph Lauren
RL
$21.6B
| $1.68M | 0.1% |
5,350
+3,805
|
|
||
139
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $1.67M | 0.1% |
25,615
+3
|
|
||
140
Vanguard Small-Cap ETF
VB
$68.7B
| $1.65M | 0.1% |
6,491
-207
|
|
||
141
Dynatrace
DT
$13.5B
| $1.64M | 0.1% |
33,831
+28,783
|
|
||
142
Garmin
GRMN
$37.9B
| $1.63M | 0.1% |
6,635
+5,473
|
|
||
143
Analog Devices
ADI
$134B
| $1.63M | 0.1% |
6,643
+3,599
|
|
||
144
Jabil
JBL
$22.7B
| $1.63M | 0.1% |
7,511
+5,192
|
|
||
145
AstraZeneca
AZN
$280B
| $1.63M | 0.1% |
21,215
+136
|
|
||
146
iShares Core S&P Small-Cap ETF
IJR
$87.7B
| $1.63M | 0.1% |
13,688
+23
|
|
||
147
Texas Instruments
TXN
$159B
| $1.62M | 0.1% |
8,834
+2,185
|
|
||
148
Colgate-Palmolive
CL
$63.5B
| $1.61M | 0.1% |
20,140
+7,232
|
|
||
149
Cirrus Logic
CRUS
$6.21B
| $1.59M | 0.09% |
12,686
+9,266
|
|
||
150
Howmet Aerospace
HWM
$79B
| $1.59M | 0.09% |
8,089
+2,965
|
|