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
$201M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$7.36M
3
+$6.77M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.18M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$813K

Top Sells

1
+$8.03M
2
+$4.37M
3
+$3.37M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.68M

Sector Composition

1 Technology 0.29%
2 Energy 0.12%
3 Consumer Discretionary 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$692K 0.34%
16,919
+642
27
$584K 0.29%
4,496
-33
28
$412K 0.21%
3,910
+46
29
$406K 0.2%
27,180
30
$254K 0.13%
1,500
31
$241K 0.12%
+1,342
32
$236K 0.12%
2,814
+67
33
$203K 0.1%
+3,393
34
$168K 0.08%
14,871
35
$149K 0.07%
19,660
36
– –
-1,413
1
2