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
26
$912K 0.48%
+16,128
27
$822K 0.43%
+4,627
28
$519K 0.27%
+3,917
29
$501K 0.26%
+26,592
30
$498K 0.26%
+1,413
31
$440K 0.23%
+2,640
32
$374K 0.2%
+8,028
33
$304K 0.16%
+2,100
34
$256K 0.13%
+1,500
35
$235K 0.12%
+15,845
36
$225K 0.12%
+9,210
37
$220K 0.12%
+6,426
38
$202K 0.11%
+2,777
39
$192K 0.1%
+3,468
40
$190K 0.1%
+19,660
41
$182K 0.1%
+1,172
42
$180K 0.09%
+6,687
43
$176K 0.09%
+9,040
44
$163K 0.09%
+632
45
$152K 0.08%
+2,670
46
$149K 0.08%
+5,080
47
$141K 0.07%
+420
48
$137K 0.07%
+537
49
$133K 0.07%
+3,044
50
$132K 0.07%
+198
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