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
$358M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.48M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.37M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

1
+$16.7M
2
+$10.6M
3
+$4.37M
4
DKNG icon
DraftKings
DKNG
+$1.63M
5
AG icon
First Majestic Silver
AG
+$1.58M

Sector Composition

1 Technology 15.18%
2 Healthcare 5.22%
3 Financials 3.96%
4 Consumer Discretionary 3.22%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$351K 0.1%
2,025
+187
127
$346K 0.1%
15,782
+3,268
128
$345K 0.1%
1,659
+14
129
$341K 0.1%
1,813
+257
130
$338K 0.09%
941
+143
131
$338K 0.09%
+5,090
132
$337K 0.09%
3,610
+133
133
$336K 0.09%
1,454
+164
134
$328K 0.09%
3,528
+315
135
$324K 0.09%
4,089
+165
136
$322K 0.09%
3,125
+443
137
$321K 0.09%
+4,472
138
$315K 0.09%
2,927
-106
139
$311K 0.09%
3,000
140
$308K 0.09%
3,144
+568
141
$307K 0.09%
897
+18
142
$305K 0.09%
+11,888
143
$304K 0.09%
3,643
144
$297K 0.08%
2,146
+28
145
$293K 0.08%
2,266
+277
146
$290K 0.08%
615
+67
147
$288K 0.08%
696
-2
148
$285K 0.08%
+812
149
$285K 0.08%
358
+84
150
$278K 0.08%
2,402
+200
4 5
6
7 8