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
$542M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$16.5M
3
+$14.1M
4
B
Barrick Mining
B
+$12.4M
5
UNIT
Uniti Group
UNIT
+$9.45M

Top Sells

1
+$13.2M
2
+$5.41M
3
+$2.15M
4
CRM icon
Salesforce
CRM
+$1.41M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.4M

Sector Composition

1 Technology 24.63%
2 Healthcare 9.01%
3 Materials 6.07%
4 Financials 5.11%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$347K 0.06%
5,512
152
$344K 0.06%
12,504
-524
153
$341K 0.06%
+2,297
154
$340K 0.06%
6,059
-632
155
$339K 0.06%
+10,206
156
$335K 0.06%
3,268
157
$333K 0.06%
4,209
+16
158
$331K 0.06%
2,020
-121
159
$330K 0.06%
2,604
160
$330K 0.06%
1,081
+262
161
$328K 0.06%
12,810
-127
162
$320K 0.06%
7,200
+280
163
$315K 0.06%
942
-74
164
$309K 0.06%
4,972
-22,528
165
$308K 0.06%
1,976
-4
166
$307K 0.06%
11,908
+921
167
$305K 0.06%
2,763
+122
168
$304K 0.06%
+10,000
169
$300K 0.06%
5,187
-191
170
$297K 0.05%
+3,404
171
$296K 0.05%
5,403
+1,093
172
$270K 0.05%
752
+21
173
$266K 0.05%
7,420
+1,075
174
$258K 0.05%
5,906
+605
175
$256K 0.05%
524
+16
5 6
7
8 9