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
$698M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.22M
3
+$3.81M
4
FCX icon
Freeport-McMoran
FCX
+$3M
5
NVDA icon
NVIDIA
NVDA
+$2.29M

Top Sells

1
+$3.29M
2
+$2.74M
3
+$2.43M
4
RNA icon
Avidity Biosciences
RNA
+$1.21M
5
UBER icon
Uber
UBER
+$1.05M

Sector Composition

1 Healthcare 14.15%
2 Technology 11.36%
3 Financials 5.37%
4 Materials 3.25%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$562K 0.08%
7,826
+1,236
152
$555K 0.08%
26,826
+84
153
$543K 0.08%
7,892
+4,712
154
$537K 0.08%
5,699
+1,427
155
$510K 0.07%
11,772
+4,247
156
$489K 0.07%
13,137
+6,184
157
$476K 0.07%
74,105
+10,217
158
$471K 0.07%
463
+12
159
$470K 0.07%
6,423
-804
160
$468K 0.07%
3,661
-52
161
$462K 0.07%
1,126
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162
$456K 0.07%
+3,064
163
$451K 0.06%
7,428
+2,036
164
$450K 0.06%
7,767
+495
165
$450K 0.06%
2,184
-176
166
$449K 0.06%
2,458
+10
167
$447K 0.06%
37,981
+15,407
168
$439K 0.06%
96,998
169
$438K 0.06%
4,799
170
$434K 0.06%
4,740
+1,261
171
$434K 0.06%
6,648
+2,539
172
$428K 0.06%
2,621
+281
173
$427K 0.06%
1,510
+147
174
$421K 0.06%
116
+23
175
$418K 0.06%
1,052
5 6
7
8 9