AWA
Aquire Wealth Advisors Portfolio holdings
AUM
$372M
This Quarter Return
+4.89%
1 Year Return
+12.39%
3 Year Return
+41.12%
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
–
Cap. Flow
+$191M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.4%
Holding
276
New
275
Increased
–
Reduced
–
Closed
–
Top Buys
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% |