AWA
Aaron Wealth Advisors Portfolio holdings
AUM
$1.8B
1-Year Est. Return
25.59%
This Fund
S&P 500
1 Year Est. Return
+25.59%
AUM
$1.66B
AUM Growth
+$676M
(+69%)
Holding
663
Top Buys
| 1 | +$166M | |
| 2 | +$57.5M | |
| 3 | +$17.3M | |
| 4 |
Apple
AAPL
|
+$16.7M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$14.4M |
Top Sells
| 1 | +$4.81M | |
| 2 | +$3.97M | |
| 3 | +$2.24M | |
| 4 |
Amgen
AMGN
|
+$1.32M |
| 5 |
Danaher
DHR
|
+$1.07M |
Sector Composition
| 1 | Technology | 19.71% |
| 2 | Healthcare | 8.33% |
| 3 | Financials | 7.36% |
| 4 | Consumer Discretionary | 5.83% |
| 5 | Industrials | 4.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
ResMed
RMD
$32.4B
| $1.14M | 0.07% |
4,148
+2,448
|
|
||
202
First Industrial Realty Trust
FR
$7.71B
| $1.13M | 0.07% |
+22,030
|
|
||
203
HCA Healthcare
HCA
$107B
| $1.12M | 0.07% |
2,629
+907
|
|
||
204
Deere & Co
DE
$157B
| $1.11M | 0.07% |
2,429
+558
|
|
||
205
Datadog
DDOG
$44B
| $1.11M | 0.07% |
7,799
+5,869
|
|
||
206
Hershey
HSY
$42.7B
| $1.1M | 0.07% |
5,903
+1,487
|
|
||
207
CF Industries
CF
$20.4B
| $1.1M | 0.07% |
+12,308
|
|
||
208
Cognex
CGNX
$8.24B
| $1.1M | 0.07% |
+24,317
|
|
||
209
Gen Digital
GEN
$11.5B
| $1.1M | 0.07% |
38,708
+27,960
|
|
||
210
Snowflake
SNOW
$56.1B
| $1.1M | 0.07% |
4,858
+2,571
|
|
||
211
Armstrong World Industries
AWI
$7.07B
| $1.1M | 0.07% |
+5,588
|
|
||
212
Williams-Sonoma
WSM
$21.4B
| $1.09M | 0.07% |
5,594
+4,009
|
|
||
213
Northern Trust
NTRS
$25.6B
| $1.09M | 0.07% |
8,114
+5,710
|
|
||
214
Molina Healthcare
MOH
$7.15B
| $1.09M | 0.07% |
+5,694
|
|
||
215
iShares S&P 500 Growth ETF
IVW
$60.4B
| $1.09M | 0.07% |
9,003
|
|
||
216
Synchrony
SYF
$23.2B
| $1.08M | 0.07% |
15,234
+9,101
|
|
||
217
Ingredion
INGR
$7.04B
| $1.08M | 0.07% |
+8,809
|
|
||
218
MannKind Corp
MNKD
$709M
| $1.07M | 0.06% |
198,408
-2,042
|
|
||
219
Cadence Design Systems
CDNS
$77.4B
| $1.06M | 0.06% |
3,018
+1,531
|
|
||
220
Etsy
ETSY
$4.67B
| $1.06M | 0.06% |
15,941
+10,910
|
|
||
221
Sumitomo Mitsui Financial
SMFG
$123B
| $1.04M | 0.06% |
62,283
+878
|
|
||
222
Honeywell
HON
$143B
| $1.04M | 0.06% |
4,947
+2,043
|
|
||
223
Tetra Tech
TTEK
$7.93B
| $1.04M | 0.06% |
31,122
+23,065
|
|
||
224
Robinhood
HOOD
$63.3B
| $1.04M | 0.06% |
7,250
+3,090
|
|
||
225
Dollar General
DG
$26.3B
| $1.03M | 0.06% |
+10,003
|
|