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
176
$385K 0.05%
1,974
+23
177
$384K 0.05%
861
+106
178
$383K 0.05%
2,298
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179
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180
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12,460
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181
$366K 0.05%
8,388
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182
$365K 0.05%
10,000
183
$363K 0.05%
20,015
+4,000
184
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1,820
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185
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120,537
+11,213
186
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3,908
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187
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188
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189
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2,687
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190
$347K 0.05%
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191
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193
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194
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2,346
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195
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956
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196
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+20,361
197
$326K 0.04%
474
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198
$326K 0.04%
3,354
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199
$323K 0.04%
3,680
-10,881
200
$323K 0.04%
3,513
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