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
$542M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$16.5M
3
+$14.1M
4
B
Barrick Mining
B
+$12.4M
5
UNIT
Uniti Group
UNIT
+$9.45M

Top Sells

1
+$13.2M
2
+$5.41M
3
+$2.15M
4
CRM icon
Salesforce
CRM
+$1.41M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.4M

Sector Composition

1 Technology 24.63%
2 Healthcare 9.01%
3 Materials 6.07%
4 Financials 5.11%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$429K 0.08%
10,373
+150
127
$428K 0.08%
100,223
+223
128
$426K 0.08%
+10,000
129
$425K 0.08%
4,069
-438
130
$419K 0.08%
+10,000
131
$418K 0.08%
5,269
+1,550
132
$413K 0.08%
3,423
+68
133
$410K 0.08%
4,350
+548
134
$409K 0.08%
+8,214
135
$403K 0.07%
12,824
+2,637
136
$393K 0.07%
1,015
+266
137
$393K 0.07%
+5,230
138
$390K 0.07%
10,502
139
$389K 0.07%
2,289
+55
140
$388K 0.07%
2,601
+184
141
$388K 0.07%
5,133
-164
142
$385K 0.07%
4,466
+57
143
$380K 0.07%
+5,000
144
$365K 0.07%
3,768
+377
145
$364K 0.07%
1,717
-66
146
$357K 0.07%
3,199
-29
147
$354K 0.07%
4,927
+1,393
148
$352K 0.06%
+9,835
149
$349K 0.06%
2,148
-4,251
150
$348K 0.06%
3,648
+65
4 5
6
7 8