AWA

Aaron Wealth Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 24.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
+$676M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$57.5M
3
+$17.3M
4
AAPL icon
Apple
AAPL
+$16.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.4M

Top Sells

1
+$4.81M
2
+$3.97M
3
+$2.24M
4
AMGN icon
Amgen
AMGN
+$1.32M
5
DHR icon
Danaher
DHR
+$1.07M

Sector Composition

1 Technology 19.71%
2 Healthcare 8.33%
3 Financials 7.36%
4 Consumer Discretionary 5.83%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.3M 0.08%
6,746
+4,822
177
$1.3M 0.08%
15,817
+514
178
$1.3M 0.08%
10,477
+6,268
179
$1.29M 0.08%
3,934
180
$1.28M 0.08%
5,847
+4,390
181
$1.28M 0.08%
20,259
+14,228
182
$1.27M 0.08%
4,160
+2,990
183
$1.25M 0.08%
37,214
+20,542
184
$1.25M 0.08%
3,596
+2,945
185
$1.24M 0.08%
9,672
+7,381
186
$1.23M 0.07%
19,116
187
$1.23M 0.07%
15,711
+10,245
188
$1.23M 0.07%
+10,898
189
$1.23M 0.07%
117,379
-8,939
190
$1.21M 0.07%
12,815
+6,246
191
$1.21M 0.07%
9,699
+3,694
192
$1.2M 0.07%
18,207
+9,360
193
$1.2M 0.07%
10,318
+7,671
194
$1.19M 0.07%
8,408
+6,446
195
$1.19M 0.07%
17,810
-464
196
$1.18M 0.07%
23,185
+18,076
197
$1.17M 0.07%
1,673
+669
198
$1.16M 0.07%
+8,761
199
$1.16M 0.07%
9,409
+2,501
200
$1.15M 0.07%
8,601
+6,240
6 7
8
9 10