AWA
Aquire Wealth Advisors Portfolio holdings
AUM
$372M
1-Year Return
12.39%
This Quarter Return
+5.64%
1 Year Return
+12.39%
3 Year Return
+41.12%
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
+$27.5M
(+14%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
8.55%
Top 10 Holdings %
Top 10 Hldgs %
79.7%
Holding
39
New
4
Increased
19
Reduced
11
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0.45% |
| 2 | Technology | 0.41% |
| 3 | Communication Services | 0.1% |
| 4 | Energy | 0.1% |
| 5 | Healthcare | 0.04% |
