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
$840M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.18M
3
+$2.91M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.67M
5
MSFT icon
Microsoft
MSFT
+$2.54M

Top Sells

1
+$2.47M
2
+$2.19M
3
+$664K
4
DOW icon
Dow Inc
DOW
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$325K

Sector Composition

1 Healthcare 13.93%
2 Technology 13.57%
3 Financials 5.71%
4 Consumer Discretionary 3.73%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$575K 0.07%
5,259
+1,607
177
$570K 0.07%
4,641
+760
178
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7,879
+2,324
179
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180
$563K 0.07%
542
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181
$559K 0.07%
9,703
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182
$541K 0.06%
6,105
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183
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184
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21,632
-4,108
185
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+204
186
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187
$511K 0.06%
2,990
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188
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189
$500K 0.06%
46,129
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190
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194
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195
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460
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196
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197
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15,148
+1,811
198
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16,576
+4,878
199
$479K 0.06%
93,980
+15,575
200
$479K 0.06%
6,731
+1,600
6 7
8
9 10