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
$840M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.18M
3
+$2.91M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.67M
5
MSFT icon
Microsoft
MSFT
+$2.54M

Top Sells

1
+$2.47M
2
+$2.19M
3
+$664K
4
DOW icon
Dow Inc
DOW
+$397K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$325K

Sector Composition

1 Healthcare 13.93%
2 Technology 13.57%
3 Financials 5.71%
4 Consumer Discretionary 3.73%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$478K 0.06%
2,659
+521
202
$469K 0.06%
19,984
-4,459
203
$466K 0.06%
2,256
+489
204
$458K 0.05%
1,673
+68
205
$456K 0.05%
19,645
+1,345
206
$456K 0.05%
1,864
+662
207
$456K 0.05%
3,078
+232
208
$455K 0.05%
4,541
+788
209
$455K 0.05%
1,505
-104
210
$451K 0.05%
2,807
+235
211
$448K 0.05%
578
+228
212
$447K 0.05%
1,718
+163
213
$446K 0.05%
1,148
+287
214
$446K 0.05%
3,988
+240
215
$446K 0.05%
760
-14
216
$445K 0.05%
990
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217
$445K 0.05%
1,052
218
$442K 0.05%
+5,269
219
$441K 0.05%
4,799
220
$437K 0.05%
2,116
+322
221
$434K 0.05%
11,870
+2,994
222
$432K 0.05%
2,882
+825
223
$430K 0.05%
826
+56
224
$428K 0.05%
3,341
225
$423K 0.05%
5,505
+1,890
7 8
9
10 11