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
$727M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$5.68M
3
+$3.82M
4
SCHW icon
Charles Schwab
SCHW
+$3.2M
5
FCX icon
Freeport-McMoran
FCX
+$2.41M

Top Sells

1
+$5.14M
2
+$4.88M
3
+$2.95M
4
LLY icon
Eli Lilly
LLY
+$2.52M
5
IBM icon
IBM
IBM
+$2.33M

Sector Composition

1 Technology 22.33%
2 Healthcare 14.37%
3 Financials 6.39%
4 Materials 5.9%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$319K 0.04%
10,016
-115
202
$314K 0.04%
1,732
-35
203
$313K 0.04%
4,056
+169
204
$299K 0.04%
4,963
+52
205
$289K 0.04%
1,265
+211
206
$283K 0.04%
+1,237
207
$274K 0.04%
+1,304
208
$274K 0.04%
5,644
209
$271K 0.04%
5,487
-501
210
$264K 0.04%
12,239
-31
211
$264K 0.04%
3,803
+456
212
$262K 0.04%
3,003
+23
213
$261K 0.04%
32,058
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214
$257K 0.04%
4,840
-240
215
$255K 0.04%
+7,431
216
$255K 0.04%
+3,337
217
$251K 0.03%
768
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218
$250K 0.03%
4,000
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219
$249K 0.03%
3,475
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220
$246K 0.03%
5,443
221
$243K 0.03%
2,630
+146
222
$236K 0.03%
+2,857
223
$236K 0.03%
+14,318
224
$234K 0.03%
+1,619
225
$234K 0.03%
+1,101
7 8
9
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