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AWA
Aquire Wealth Advisors Portfolio holdings
AUM
$380M
1-Year Est. Return
17.5%
This Fund
S&P 500
This Quarter
Est. Return
-6.34%
1 Year Est. Return
+17.5%
3 Year Est. Return
+43.41%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$172M
AUM Growth
+$930K
(+0.54%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
7.56%
Top 10 Holdings %
Top 10 Hldgs %
71.5%
Holding
35
New
1
Increased
14
Reduced
14
Closed
1
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0.4% |
| 2 | Technology | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
| $630K | 0.37% |
16,277
+268
| +2% | +$12K |
|
27
Apple
AAPL
$4.81T
| $626K | 0.36% |
4,529
-14
| -0.3% | -$2.2K |
|
28
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
| $396K | 0.23% |
3,864
-185
| -5% | -$20.4K |
|
29
Schwab US Broad Market ETF
SCHB
$43.6B
| $380K | 0.22% |
27,180
| – | – |
|
30
Tesla
TSLA
$1.5T
| $375K | 0.22% |
1,413
| – | – |
|
31
Amazon
AMZN
$2.74T
| $310K | 0.18% |
2,747
+107
| +4% | +$13.5K |
|
32
SPDR Gold Trust
GLD
$131B
| $232K | 0.13% |
1,500
| – | – |
|
|
MUI
33
DELISTED
BlackRock Municipal Income Fund, Inc.
MUI
| $161K | 0.09% |
14,871
| – | – |
|
|
SBI
34
Western Asset Intermediate Muni Fund
SBI
$111M
| $145K | 0.08% |
19,660
| – | – |
|
35
State Street Energy Select Sector SPDR ETF
XLE
$37.2B
| – | – |
-6,936
| Closed | -$248K |
|
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