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
$769M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$5.41M
3
+$5.29M
4
IBM icon
IBM
IBM
+$4.68M
5
CVS icon
CVS Health
CVS
+$1.56M

Top Sells

1
+$7.84M
2
+$6.77M
3
+$5.61M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.97M
5
TSM icon
TSMC
TSM
+$2.12M

Sector Composition

1 Technology 25.66%
2 Healthcare 12.86%
3 Financials 6.03%
4 Materials 4.7%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$699K 0.09%
3,514
-485
127
$692K 0.09%
1,416
+157
128
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5,715
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129
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130
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4,299
-14
131
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970
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132
$666K 0.09%
12,360
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133
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2,965
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134
$638K 0.08%
11,089
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$634K 0.08%
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136
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20,000
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137
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2,046
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138
$624K 0.08%
18,666
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139
$607K 0.08%
5,000
140
$599K 0.08%
56,635
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141
$599K 0.08%
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142
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14,640
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145
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10,000
146
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3,506
147
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1,254
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148
$537K 0.07%
5,943
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149
$537K 0.07%
6,016
-584
150
$536K 0.07%
14,609
+2,372
4 5
6
7 8