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
$358M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.48M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.37M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

1
+$16.7M
2
+$10.6M
3
+$4.37M
4
DKNG icon
DraftKings
DKNG
+$1.63M
5
AG icon
First Majestic Silver
AG
+$1.58M

Sector Composition

1 Technology 15.18%
2 Healthcare 5.22%
3 Financials 3.96%
4 Consumer Discretionary 3.22%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$57K 0.02%
22,473
+11,826
177
$34K 0.01%
+10,635
178
– –
-1,547
179
– –
-7,611
180
– –
-5,468
181
– –
-19,800
182
– –
-13,040
183
– –
-33,774
184
– –
-9,120
185
– –
-140,000
4 5 6 7
8