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
$273M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$20.1M
2 +$18.3M
3 +$13.4M
4
MSFT icon
Microsoft
MSFT
+$11.7M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.36%
2 Healthcare 8.99%
3 Consumer Staples 3.28%
4 Financials 3.2%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$206K 0.08%
+756
127
$204K 0.07%
+1,038
128
$147K 0.05%
+10,787
129
$141K 0.05%
+2,631
130
$117K 0.04%
+10,051
131
$117K 0.04%
+30,000
132
$95K 0.03%
+10,000
133
$68K 0.02%
+11,116
134
$62K 0.02%
+20,564
135
$18K 0.01%
+17