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
$263M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.34M
3
+$692K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$416K
5
NVDA icon
NVIDIA
NVDA
+$223K

Top Sells

1
+$964K
2
+$659K
3
+$436K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$404K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$269K

Sector Composition

1 Consumer Discretionary 0.5%
2 Technology 0.49%
3 Communication Services 0.1%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$771K 0.29%
18,752
-3,373
27
$768K 0.29%
3,090
-27
28
$634K 0.24%
14,508
-1,747
29
$537K 0.2%
3,531
30
$495K 0.19%
26,670
-510
31
$478K 0.18%
1,095
+53
32
$334K 0.13%
3,015
+20
33
$315K 0.12%
4,568
+483
34
$288K 0.11%
1,504
-29
35
$269K 0.1%
1,924
+12
36
$225K 0.09%
444
37
$223K 0.08%
+4,500
38
$207K 0.08%
+3,889
39
$173K 0.07%
14,871
40
$151K 0.06%
19,660
41
– –
-1,302
1
2