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
$7.23B
AUM Growth
+$6.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$1.47B
2
+$458M
3
+$432M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$338M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$270M

Top Sells

1
+$8.82M
2
+$8.74M
3
+$165K
4
AXTI icon
AXT Inc
AXTI
+$88K

Sector Composition

1 Technology 27.65%
2 Healthcare 8.3%
3 Financials 5.34%
4 Materials 2.57%
5 Consumer Discretionary 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.11M 0.04%
+73,652
177
$3.05M 0.04%
363,174
+360,128
178
$3M 0.04%
236,100
+233,100
179
$3M 0.04%
501,303
+498,478
180
$2.99M 0.04%
410,417
+407,490
181
$2.98M 0.04%
+11,383
182
$2.94M 0.04%
+15,306
183
$2.91M 0.04%
890,838
+887,923
184
$2.9M 0.04%
617,158
+612,689
185
$2.89M 0.04%
252,498
+249,354
186
$2.85M 0.04%
+22,356
187
$2.85M 0.04%
+118,222
188
$2.82M 0.04%
+36,761
189
$2.81M 0.04%
+41,096
190
$2.79M 0.04%
+540,623
191
$2.76M 0.04%
378,150
+375,045
192
$2.74M 0.04%
+121,793
193
$2.72M 0.04%
+232,816
194
$2.71M 0.04%
+24,408
195
$2.7M 0.04%
+2,460
196
$2.68M 0.04%
+520,790
197
$2.63M 0.04%
223,126
+219,516
198
$2.63M 0.04%
+617,925
199
$2.58M 0.04%
+146,569
200
$2.58M 0.04%
+28,136
6 7
8
9 10