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
$304M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.66M
3
+$2.16M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.46M
5
SPG icon
Simon Property Group
SPG
+$907K

Top Sells

1
+$4.46M
2
+$522K
3
+$509K
4
B
Barrick Mining
B
+$500K
5
AIG icon
American International
AIG
+$255K

Sector Composition

1 Technology 13.71%
2 Healthcare 6.59%
3 Financials 3.91%
4 Consumer Discretionary 3.84%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$303K 0.1%
1,736
+122
127
$301K 0.1%
+12,514
128
$298K 0.1%
1,583
+72
129
$285K 0.09%
65,167
-23
130
$280K 0.09%
2,989
+62
131
$279K 0.09%
1,953
+43
132
$274K 0.09%
3,289
+220
133
$264K 0.09%
1,167
-447
134
$260K 0.09%
2,166
+30
135
$257K 0.08%
3,028
+140
136
$254K 0.08%
1,646
-39
137
$253K 0.08%
3,265
-302
138
$251K 0.08%
+1,774
139
$250K 0.08%
1,303
+144
140
$243K 0.08%
2,426
141
$240K 0.08%
2,093
142
$235K 0.08%
988
-20
143
$224K 0.07%
+732
144
$223K 0.07%
3,046
+222
145
$223K 0.07%
+2,433
146
$221K 0.07%
3,961
+436
147
– –
0
148
$211K 0.07%
+3,018
149
$210K 0.07%
+1,495
150
$205K 0.07%
+501
3 4 5
6
7