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
$698M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.22M
3
+$3.81M
4
FCX icon
Freeport-McMoran
FCX
+$3M
5
NVDA icon
NVIDIA
NVDA
+$2.29M

Top Sells

1
+$3.29M
2
+$2.74M
3
+$2.43M
4
RNA icon
Avidity Biosciences
RNA
+$1.21M
5
UBER icon
Uber
UBER
+$1.05M

Sector Composition

1 Healthcare 14.15%
2 Technology 11.36%
3 Financials 5.37%
4 Materials 3.25%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$681K 0.1%
16,230
-6,638
127
$677K 0.1%
2,684
+101
128
$675K 0.1%
13,399
129
$672K 0.1%
1,683
-36
130
$665K 0.1%
100,625
131
$660K 0.09%
6,875
+598
132
$658K 0.09%
13,115
+6,648
133
$658K 0.09%
1,012
134
$657K 0.09%
15,146
+2,196
135
$654K 0.09%
6,701
+1,858
136
$647K 0.09%
1,423
-21
137
$642K 0.09%
6,610
+1,040
138
$639K 0.09%
2,383
-102
139
$624K 0.09%
36,405
+6,650
140
$617K 0.09%
7,727
+2,440
141
$617K 0.09%
+25,740
142
$616K 0.09%
60,186
+25,384
143
$613K 0.09%
4,503
+46
144
$606K 0.09%
14,504
-1,717
145
$602K 0.09%
3,220
146
$591K 0.08%
5,366
147
$586K 0.08%
10,157
+5,010
148
$573K 0.08%
4,862
-675
149
$568K 0.08%
6,250
+98
150
$567K 0.08%
14,398
+9,252
4 5
6
7 8