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
$7.23B
AUM Growth
+$6.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$1.47B
2
+$458M
3
+$432M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$338M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$270M

Top Sells

1
+$8.82M
2
+$8.74M
3
+$165K
4
AXTI icon
AXT Inc
AXTI
+$88K

Sector Composition

1 Technology 27.65%
2 Healthcare 8.3%
3 Financials 5.34%
4 Materials 2.57%
5 Consumer Discretionary 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.81M 0.05%
267,766
+263,890
152
$3.8M 0.05%
+252,158
153
$3.78M 0.05%
573,273
+569,535
154
$3.72M 0.05%
+180,465
155
$3.68M 0.05%
230,842
+227,265
156
$3.65M 0.05%
422,353
+418,540
157
$3.64M 0.05%
278,252
+274,609
158
$3.53M 0.05%
289,938
+286,719
159
$3.52M 0.05%
852,415
+849,018
160
$3.5M 0.05%
+78,374
161
$3.43M 0.05%
153,561
+149,640
162
$3.4M 0.05%
355,005
+351,320
163
$3.39M 0.05%
263,813
+260,285
164
$3.39M 0.05%
+128,227
165
$3.37M 0.05%
458,989
+455,438
166
$3.33M 0.05%
+19,235
167
$3.31M 0.05%
+37,558
168
$3.3M 0.05%
81,048
+60,433
169
$3.28M 0.05%
+55,447
170
$3.26M 0.05%
+186,854
171
$3.23M 0.04%
185,236
+181,978
172
$3.19M 0.04%
+165,146
173
$3.15M 0.04%
372,360
+368,947
174
$3.13M 0.04%
317,293
+314,168
175
$3.11M 0.04%
553,945
+550,438
5 6
7
8 9