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
$398M
AUM Growth
-$6.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.3M
3
+$2.34M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$539K
5
PENN icon
PENN Entertainment
PENN
+$396K

Top Sells

1
+$14.2B
2
+$10.2B
3
+$5.27B
4
AMZN icon
Amazon
AMZN
+$4.77B
5
AAPL icon
Apple
AAPL
+$3.54B

Sector Composition

1 Technology 18.3%
2 Healthcare 9.08%
3 Financials 4.54%
4 Communication Services 3.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$296K 0.07%
3,830
-219,296
152
$288K 0.07%
749
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3,016
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174
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6,345
-197,215
175
$223K 0.06%
3,534
-176,383
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