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
$542M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$16.5M
3
+$14.1M
4
B
Barrick Mining
B
+$12.4M
5
UNIT
Uniti Group
UNIT
+$9.45M

Top Sells

1
+$13.2M
2
+$5.41M
3
+$2.15M
4
CRM icon
Salesforce
CRM
+$1.41M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.4M

Sector Composition

1 Technology 24.63%
2 Healthcare 9.01%
3 Materials 6.07%
4 Financials 5.11%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$212K 0.04%
769
-147
202
$211K 0.04%
+3,401
203
$211K 0.04%
3,016
204
$210K 0.04%
+544
205
$210K 0.04%
7,591
-4,740
206
$208K 0.04%
64,157
+1,055
207
$206K 0.04%
4,955
-1,155
208
$206K 0.04%
+1,711
209
$206K 0.04%
5,150
-3,532
210
$203K 0.04%
+418
211
$201K 0.04%
+5,000
212
$199K 0.04%
+10,000
213
$188K 0.03%
12,267
-75
214
$131K 0.02%
+17
215
$122K 0.02%
+20,000
216
$96K 0.02%
53,572
+29,684
217
$47K 0.01%
+20,000
218
$39K 0.01%
+887
219
$27K 0.01%
+25,000
220
$20K ﹤0.01%
32
221
$20K ﹤0.01%
2,650
-5,882
222
– –
-1,472,439
223
– –
-10,000
224
– –
-33,908
225
– –
-15,583
6 7 8
9
10