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
$698M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.22M
3
+$3.81M
4
FCX icon
Freeport-McMoran
FCX
+$3M
5
NVDA icon
NVIDIA
NVDA
+$2.29M

Top Sells

1
+$3.29M
2
+$2.74M
3
+$2.43M
4
RNA icon
Avidity Biosciences
RNA
+$1.21M
5
UBER icon
Uber
UBER
+$1.05M

Sector Composition

1 Healthcare 14.15%
2 Technology 11.36%
3 Financials 5.37%
4 Materials 3.25%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$344K 0.05%
6,015
+1,030
202
$339K 0.05%
1,398
-113
203
$332K 0.05%
435
+136
204
$329K 0.05%
6,053
-18
205
$326K 0.05%
9,000
206
$326K 0.05%
5,600
-850
207
$326K 0.05%
3,562
-261
208
$324K 0.05%
+66,999
209
$323K 0.05%
2,885
+219
210
$322K 0.05%
820
-252
211
$321K 0.05%
7,940
+2,163
212
$321K 0.05%
1,563
+450
213
$321K 0.05%
1,030
-149
214
$318K 0.05%
6,445
+1,130
215
$317K 0.05%
5,495
+581
216
$314K 0.05%
1,583
-155
217
$312K 0.04%
4,796
+742
218
$309K 0.04%
+4,852
219
$305K 0.04%
+9,469
220
$304K 0.04%
1,576
+349
221
$304K 0.04%
+837
222
$304K 0.04%
693
+56
223
$303K 0.04%
+1,838
224
$300K 0.04%
5,205
+871
225
$296K 0.04%
2,387
+287
7 8
9
10 11