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
$7.23B
AUM Growth
+$6.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$1.47B
2
+$458M
3
+$432M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$338M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$270M

Top Sells

1
+$8.82M
2
+$8.74M
3
+$165K
4
AXTI icon
AXT Inc
AXTI
+$88K

Sector Composition

1 Technology 27.65%
2 Healthcare 8.3%
3 Financials 5.34%
4 Materials 2.57%
5 Consumer Discretionary 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.57M 0.04%
329,474
+327,072
202
$2.56M 0.04%
+85,747
203
$2.53M 0.04%
331,510
+328,972
204
$2.51M 0.03%
+107,119
205
$2.51M 0.03%
+49,221
206
$2.51M 0.03%
620,425
+617,569
207
$2.46M 0.03%
+120,268
208
$2.41M 0.03%
+40,254
209
$2.38M 0.03%
1,219,680
+1,208,685
210
$2.34M 0.03%
+87,595
211
$2.34M 0.03%
847,255
+844,918
212
$2.33M 0.03%
695,942
+693,208
213
$2.33M 0.03%
+14,577
214
$2.32M 0.03%
129,538,860
+129,512,560
215
$2.3M 0.03%
+169,528
216
$2.28M 0.03%
+656,303
217
$2.27M 0.03%
591,358
+589,067
218
$2.24M 0.03%
263,457
+261,191
219
$2.17M 0.03%
256,854
+254,708
220
$2.15M 0.03%
+49,974
221
$2.13M 0.03%
+179,917
222
$2.11M 0.03%
+1,371
223
$2.1M 0.03%
+78,973
224
$2.09M 0.03%
319,852
+317,555
225
$2.07M 0.03%
+24,855
7 8
9
10 11