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
$769M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$5.41M
3
+$5.29M
4
IBM icon
IBM
IBM
+$4.68M
5
CVS icon
CVS Health
CVS
+$1.56M

Top Sells

1
+$7.84M
2
+$6.77M
3
+$5.61M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.97M
5
TSM icon
TSMC
TSM
+$2.12M

Sector Composition

1 Technology 25.66%
2 Healthcare 12.86%
3 Financials 6.03%
4 Materials 4.7%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$308K 0.04%
3,262
+405
202
$307K 0.04%
4,134
+78
203
$305K 0.04%
3,650
-30
204
$305K 0.04%
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-228
205
$304K 0.04%
6,204
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206
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10,133
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207
$297K 0.04%
12,885
+646
208
$292K 0.04%
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209
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210
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211
$282K 0.04%
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212
$279K 0.04%
17,514
-5,672
213
$275K 0.04%
5,269
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214
$274K 0.04%
6,400
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215
$270K 0.04%
783
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216
$269K 0.04%
888
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217
$269K 0.04%
+7,820
218
$266K 0.03%
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-61
219
$265K 0.03%
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220
$256K 0.03%
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-33
221
$254K 0.03%
1,205
+104
222
$253K 0.03%
5,070
-157,212
223
$251K 0.03%
5,443
224
$250K 0.03%
1,163
-102
225
$249K 0.03%
+945
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