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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
+7.21%
1 Year Est. Return
+17.5%
3 Year Est. Return
+43.41%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$201M
AUM Growth
+$28.7M
(+17%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
7.06%
Top 10 Holdings %
Top 10 Hldgs %
77.38%
Holding
36
New
2
Increased
14
Reduced
14
Closed
1
Top Buys
Top Sells
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
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
| $692K | 0.34% |
16,919
+642
| +4% | +$26K |
|
27
Apple
AAPL
$4.81T
| $584K | 0.29% |
4,496
-33
| -0.7% | -$4.72K |
|
28
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
| $412K | 0.21% |
3,910
+46
| +1% | +$4.82K |
|
29
Schwab US Broad Market ETF
SCHB
$43.6B
| $406K | 0.2% |
27,180
| – | – |
|
30
SPDR Gold Trust
GLD
$131B
| $254K | 0.13% |
1,500
| – | – |
|
31
Chevron
CVX
$362B
| $241K | 0.12% |
+1,342
| New | +$234K |
|
32
Amazon
AMZN
$2.74T
| $236K | 0.12% |
2,814
+67
| +2% | +$6.62K |
|
33
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.21B
| $203K | 0.1% |
+3,393
| New | +$201K |
|
|
MUI
34
DELISTED
BlackRock Municipal Income Fund, Inc.
MUI
| $168K | 0.08% |
14,871
| – | – |
|
|
SBI
35
Western Asset Intermediate Muni Fund
SBI
$111M
| $149K | 0.07% |
19,660
| – | – |
|
36
Tesla
TSLA
$1.48T
| – | – |
-1,413
| Closed | -$375K |
|
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