AWA
Aaron Wealth Advisors Portfolio holdings
AUM
$979M
This Quarter Return
+10.28%
1 Year Return
+17.94%
3 Year Return
+68.45%
5 Year Return
–
10 Year Return
–
AUM
$273M
AUM Growth
–
Cap. Flow
+$273M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.67%
Holding
135
New
135
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$20.1M |
| 2 |
Vanguard Russell 1000 Value ETF
VONV
|
$18.3M |
| 3 |
Avidity Biosciences
RNA
|
$13.4M |
| 4 |
Microsoft
MSFT
|
$11.7M |
| 5 |
Vanguard Russell 1000 ETF
VONE
|
$11.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.36% |
| 2 | Healthcare | 8.99% |
| 3 | Consumer Staples | 3.28% |
| 4 | Financials | 3.2% |
| 5 | Consumer Discretionary | 2.52% |
