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
$7.23B
AUM Growth
+$6.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$1.47B
2
+$458M
3
+$432M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$338M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$270M

Top Sells

1
+$8.82M
2
+$8.74M
3
+$165K
4
AXTI icon
AXT Inc
AXTI
+$88K

Sector Composition

1 Technology 27.65%
2 Healthcare 8.3%
3 Financials 5.34%
4 Materials 2.57%
5 Consumer Discretionary 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5M 0.07%
+85,400
127
$4.97M 0.07%
+94,150
128
$4.9M 0.07%
+167,609
129
$4.87M 0.07%
+34,986
130
$4.76M 0.07%
1,030,942
+1,026,203
131
$4.56M 0.06%
+174,950
132
$4.54M 0.06%
1,009,959
+1,004,975
133
$4.51M 0.06%
1,591,271
+1,587,483
134
$4.46M 0.06%
+134,082
135
$4.42M 0.06%
599,216
+594,525
136
$4.38M 0.06%
+23,925
137
$4.35M 0.06%
+456,908
138
$4.35M 0.06%
359,379
+354,907
139
$4.29M 0.06%
+433,537
140
$4.29M 0.06%
+39,201
141
$4.23M 0.06%
+25
142
$4.22M 0.06%
+16,431
143
$4.21M 0.06%
+69,903
144
$4.13M 0.06%
304,799
+300,710
145
$4.08M 0.06%
+5,546
146
$4M 0.06%
+24,753
147
$3.97M 0.06%
+128,486
148
$3.95M 0.05%
+233,386
149
$3.89M 0.05%
+198,156
150
$3.86M 0.05%
+22,393
4 5
6
7 8