AWA
Aaron Wealth Advisors Portfolio holdings
AUM $872M
AUM
$872M
AUM Growth
+$11.1M (+1%)
Cap. Flow
+$28.5M
Cap. Flow % of AUM
3.26%
Top 10 Holdings %Top 10 Hldgs %
44.49%
Holding
501
New
52
Increased
266
Reduced
112
Closed
51
Top Buys
| 1 | $4.93M | |
| 2 | $4.87M | |
| 3 | $3.99M | |
| 4 | $2.95M | |
| 5 | $2.46M |
Top Sells
| 1 | $5.55M | |
| 2 | $3.01M | |
| 3 | $2.2M | |
| 4 | $1.79M | |
| 5 | $1.43M |
Sector Composition
| 1 | Technology | 13.55% |
| 2 | Healthcare | 12.71% |
| 3 | Financials | 7.69% |
| 4 | Consumer Discretionary | 4.17% |
| 5 | Consumer Staples | 3.44% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $536K | 0.06% | 8,073 +405 | +5% | +$26.9K | |||
| $536K | 0.06% | 789 +372 | +89% | +$253K | |||
| $534K | 0.06% | 139,917 +8,757 | +7% | +$33.5K | |||
| $532K | 0.06% | 9,098 +2,646 | +41% | +$155K | |||
| $532K | 0.06% | 2,004 +440 | +28% | +$117K | |||
| $527K | 0.06% | 21,591 -41 | -0.2% | -$1K | |||
| $523K | 0.06% | 4,969 +1,507 | +44% | +$159K | |||
| $516K | 0.06% | 5,301 -503 | -9% | -$49K | |||
| $513K | 0.06% | 1,681 +122 | +8% | +$37.2K | |||
| $511K | 0.06% | 1,875 +469 | +33% | +$128K | |||
| $511K | 0.06% | 134 -1 | -0.7% | -$3.81K | |||
| $511K | 0.06% | 4,274 +281 | +7% | +$33.6K | |||
| $507K | 0.06% | 3,935 +594 | +18% | +$76.6K | |||
| $506K | 0.06% | 920 +307 | +50% | +$169K | |||
| $504K | 0.06% | 81,908 +1,449 | +2% | +$8.91K | |||
| $501K | 0.06% | 4,107 +306 | +8% | +$37.3K | |||
| $500K | 0.06% | 1,253 +100 | +9% | +$39.9K | |||
| $499K | 0.06% | 4,564 +302 | +7% | +$33K | |||
| $498K | 0.06% | 2,920 +173 | +6% | +$29.5K | |||
| $496K | 0.06% | 2,903 +173 | +6% | +$29.5K | |||
| $494K | 0.06% | 6,925 -186 | -3% | -$13.3K | |||
| $493K | 0.06% | 32,120 +1,240 | +4% | +$19K | |||
| $482K | 0.06% | 1,901 +218 | +13% | +$55.3K | |||
| $477K | 0.05% | 2,063 +108 | +6% | +$25K | |||
| $477K | 0.05% | 20,988 +393 | +2% | +$8.93K |
