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
$840M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.18M
3
+$2.91M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.67M
5
MSFT icon
Microsoft
MSFT
+$2.54M

Top Sells

1
+$2.47M
2
+$2.19M
3
+$664K
4
DOW icon
Dow Inc
DOW
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$325K

Sector Composition

1 Healthcare 13.93%
2 Technology 13.57%
3 Financials 5.71%
4 Consumer Discretionary 3.73%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$886K 0.11%
9,253
127
$867K 0.1%
6,094
-422
128
$863K 0.1%
3,473
+679
129
$853K 0.1%
8,183
+1,826
130
$847K 0.1%
20,711
+2,103
131
$808K 0.1%
41,810
+8,845
132
$806K 0.1%
12,816
+2,450
133
$801K 0.1%
4,176
-898
134
$798K 0.1%
36,278
+7,459
135
$792K 0.09%
3,255
136
$791K 0.09%
77,742
+13,017
137
$785K 0.09%
9,365
+2,691
138
$777K 0.09%
6,398
+1,467
139
$776K 0.09%
1,859
+182
140
$775K 0.09%
816
+70
141
$764K 0.09%
11,818
+2,909
142
$759K 0.09%
2,896
+398
143
$749K 0.09%
1,512
+315
144
$745K 0.09%
7,768
+1,848
145
$737K 0.09%
7,005
+648
146
$732K 0.09%
15,416
+2,357
147
$728K 0.09%
8,685
+1,799
148
$726K 0.09%
3,154
+875
149
$712K 0.08%
169
+23
150
$710K 0.08%
6,814
+358
4 5
6
7 8