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
$229M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$2.55M
3
+$2.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.12M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$656K

Top Sells

1
+$1.07M
2
+$125K
3
+$83.3K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$58K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$50.3K

Sector Composition

1 Consumer Discretionary 0.45%
2 Technology 0.41%
3 Communication Services 0.1%
4 Energy 0.1%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$928K 0.41%
5,630
+1,134
27
$741K 0.32%
17,998
+1,079
28
$631K 0.28%
+3,041
29
$436K 0.19%
3,974
+64
30
$434K 0.19%
27,180
31
$405K 0.18%
3,925
+1,111
32
$275K 0.12%
1,500
33
$227K 0.1%
3,567
+174
34
$226K 0.1%
+2,178
35
$219K 0.1%
1,342
36
$204K 0.09%
+444
37
$174K 0.08%
14,871
38
$156K 0.07%
39,320
+19,660
39
$85.1K 0.04%
+16,056
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