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
$727M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$5.68M
3
+$3.82M
4
SCHW icon
Charles Schwab
SCHW
+$3.2M
5
FCX icon
Freeport-McMoran
FCX
+$2.41M

Top Sells

1
+$5.14M
2
+$4.88M
3
+$2.95M
4
LLY icon
Eli Lilly
LLY
+$2.52M
5
IBM icon
IBM
IBM
+$2.33M

Sector Composition

1 Technology 22.33%
2 Healthcare 14.37%
3 Financials 6.39%
4 Materials 5.9%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$517K 0.07%
5,889
+728
152
$505K 0.07%
3,765
153
$499K 0.07%
12,237
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154
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155
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5,000
156
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157
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1,259
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158
$462K 0.06%
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159
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160
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10,000
-297
161
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162
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163
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164
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11,057
+1,363
165
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166
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167
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168
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169
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171
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3,182
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172
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10,502
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174
$398K 0.05%
96,998
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175
$386K 0.05%
10,845
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