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
176
$256K 0.05%
1,315
-188
177
$250K 0.05%
+11,919
178
$249K 0.05%
4,102
-480
179
$245K 0.05%
2,967
+839
180
$245K 0.05%
+2,849
181
$242K 0.04%
6,355
-2,619
182
$241K 0.04%
2,897
+403
183
$240K 0.04%
3,000
-7,109
184
$238K 0.04%
978
+178
185
$237K 0.04%
3,942
-16
186
$236K 0.04%
2,222
-35
187
$233K 0.04%
10,771
188
$232K 0.04%
+1,996
189
$231K 0.04%
1,325
-1,300
190
$225K 0.04%
+1,563
191
$225K 0.04%
+6,650
192
$225K 0.04%
1,100
+163
193
$223K 0.04%
5,886
+1,101
194
$221K 0.04%
+1,177
195
$220K 0.04%
+934
196
$218K 0.04%
+7,057
197
$216K 0.04%
713
+41
198
$215K 0.04%
+1,314
199
$213K 0.04%
6,637
-1,397
200
$212K 0.04%
+2,719
6 7
8
9 10