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
$769M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$5.41M
3
+$5.29M
4
IBM icon
IBM
IBM
+$4.68M
5
CVS icon
CVS Health
CVS
+$1.56M

Top Sells

1
+$7.84M
2
+$6.77M
3
+$5.61M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.97M
5
TSM icon
TSMC
TSM
+$2.12M

Sector Composition

1 Technology 25.66%
2 Healthcare 12.86%
3 Financials 6.03%
4 Materials 4.7%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$408K 0.05%
11,461
+616
177
$408K 0.05%
6,451
-41
178
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2,534
+188
179
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96,998
180
$390K 0.05%
10,502
181
$384K 0.05%
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182
$380K 0.05%
482
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183
$373K 0.05%
22,642
184
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2,639
-48
185
$369K 0.05%
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+38
186
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806
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187
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1,884
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188
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+1,052
189
$360K 0.05%
1,036
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190
$360K 0.05%
4,799
191
$358K 0.05%
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192
$346K 0.05%
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193
$346K 0.05%
6,918
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194
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4,676
195
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5,130
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196
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4,607
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197
$318K 0.04%
5,555
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198
$317K 0.04%
3,611
+274
199
$315K 0.04%
1,269
+32
200
$308K 0.04%
1,315
+11
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