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
$172M
AUM Growth
+$930K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.22M
3
+$2.98M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.96M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$317K

Top Sells

1
+$744K
2
+$620K
3
+$415K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$404K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$271K

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
$630K 0.37%
16,277
+268
27
$626K 0.36%
4,529
-14
28
$396K 0.23%
3,864
-185
29
$380K 0.22%
27,180
30
$375K 0.22%
1,413
31
$310K 0.18%
2,747
+107
32
$232K 0.13%
1,500
33
$161K 0.09%
14,871
34
$145K 0.08%
19,660
35
– –
-3,468
1
2