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
$358M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.48M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.37M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

1
+$16.7M
2
+$10.6M
3
+$4.37M
4
DKNG icon
DraftKings
DKNG
+$1.63M
5
AG icon
First Majestic Silver
AG
+$1.58M

Sector Composition

1 Technology 15.18%
2 Healthcare 5.22%
3 Financials 3.96%
4 Consumer Discretionary 3.22%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$277K 0.08%
10,995
+1,460
152
$276K 0.08%
+1,135
153
$270K 0.08%
3,046
+57
154
$263K 0.07%
+1,202
155
$256K 0.07%
2,426
156
$249K 0.07%
60,719
-1,674
157
$246K 0.07%
3,219
-565
158
$242K 0.07%
3,876
+578
159
$242K 0.07%
1,550
160
$240K 0.07%
+616
161
$240K 0.07%
+931
162
$237K 0.07%
3,577
-72
163
$232K 0.06%
+6,303
164
$231K 0.06%
+1,707
165
$230K 0.06%
+915
166
$227K 0.06%
+1,354
167
$216K 0.06%
3,258
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168
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169
$204K 0.06%
+3,921
170
$204K 0.06%
+1,020
171
$165K 0.05%
10,000
172
$114K 0.03%
14,643
+3,756
173
$88K 0.02%
10,035
+35
174
$81K 0.02%
+1,750
175
$66K 0.02%
21,503
+8,834
4 5 6
7
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