AWA

Aquire Wealth Advisors Portfolio holdings

AUM $406M
1-Year Est. Return 13.53%
This Quarter Est. Return
1 Year Est. Return
+13.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$25M
3
+$11.1M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$9.15M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$7.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.86%
2 Consumer Discretionary 0.81%
3 Communication Services 0.49%
4 Healthcare 0.43%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
+6
227
$1K ﹤0.01%
+10
228
$1K ﹤0.01%
+6
229
$1K ﹤0.01%
+13
230
$1K ﹤0.01%
+7
231
$1K ﹤0.01%
+15
232
$1K ﹤0.01%
+133
233
$1K ﹤0.01%
+13
234
$1K ﹤0.01%
+7
235
$1K ﹤0.01%
+9
236
$1K ﹤0.01%
+6
237
$1K ﹤0.01%
+7
238
$1K ﹤0.01%
+14
239
$1K ﹤0.01%
+1,468
240
$1K ﹤0.01%
+10
241
$1K ﹤0.01%
+305
242
$1K ﹤0.01%
+16
243
$1K ﹤0.01%
+4
244
$1K ﹤0.01%
+25
245
$1K ﹤0.01%
+11
246
$1K ﹤0.01%
+8
247
$0 ﹤0.01%
+64
248
– –
0
249
– –
0
250
– –
0
8 9
10
11 12