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
$727M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$5.68M
3
+$3.82M
4
SCHW icon
Charles Schwab
SCHW
+$3.2M
5
FCX icon
Freeport-McMoran
FCX
+$2.41M

Top Sells

1
+$5.14M
2
+$4.88M
3
+$2.95M
4
LLY icon
Eli Lilly
LLY
+$2.52M
5
IBM icon
IBM
IBM
+$2.33M

Sector Composition

1 Technology 22.33%
2 Healthcare 14.37%
3 Financials 6.39%
4 Materials 5.9%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$684K 0.09%
17,119
127
$667K 0.09%
8,515
+189
128
$666K 0.09%
23,070
+248
129
$661K 0.09%
6,600
+1,119
130
$660K 0.09%
12,120
-4,040
131
$658K 0.09%
3,174
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132
$655K 0.09%
7,899
+900
133
$649K 0.09%
3,226
+110
134
$644K 0.09%
5,066
-241
135
$629K 0.09%
940
+53
136
$609K 0.08%
18,648
-551
137
$603K 0.08%
7,983
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138
$591K 0.08%
3,568
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139
$582K 0.08%
7,694
+1,266
140
$581K 0.08%
2,036
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141
$575K 0.08%
10,000
142
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14,009
143
$564K 0.08%
4,601
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144
$556K 0.08%
2,284
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145
$554K 0.08%
5,156
-17
146
$545K 0.08%
5,699
-66
147
$537K 0.07%
5,304
-1,078
148
$535K 0.07%
+9,269
149
$532K 0.07%
3,506
+174
150
$522K 0.07%
10,375
-452
4 5
6
7 8