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
$698M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.22M
3
+$3.81M
4
FCX icon
Freeport-McMoran
FCX
+$3M
5
NVDA icon
NVIDIA
NVDA
+$2.29M

Top Sells

1
+$3.29M
2
+$2.74M
3
+$2.43M
4
RNA icon
Avidity Biosciences
RNA
+$1.21M
5
UBER icon
Uber
UBER
+$1.05M

Sector Composition

1 Healthcare 14.15%
2 Technology 11.36%
3 Financials 5.37%
4 Materials 3.25%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$409K 0.06%
4,831
+157
177
$409K 0.06%
1,410
+100
178
$404K 0.06%
3,341
179
$400K 0.06%
4,257
-387
180
$398K 0.06%
953
+207
181
$395K 0.06%
22,449
+5,282
182
$394K 0.06%
1,540
+42
183
$393K 0.06%
6,144
+915
184
$392K 0.06%
1,984
+215
185
$391K 0.06%
3,445
+645
186
$391K 0.06%
5,703
+747
187
$389K 0.06%
2,677
+50
188
$387K 0.06%
32,670
+11,255
189
$384K 0.06%
802
-136
190
$383K 0.06%
17,400
+5,025
191
$382K 0.05%
22,642
192
$381K 0.05%
11,564
+1,068
193
$380K 0.05%
1,093
-54
194
$379K 0.05%
14,341
-867
195
$376K 0.05%
6,570
+329
196
$369K 0.05%
+9,800
197
$366K 0.05%
5,791
+1,661
198
$360K 0.05%
4,964
+728
199
$355K 0.05%
4,222
-260
200
$350K 0.05%
1,738
+179
6 7
8
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