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
$323M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$2.84M
3
+$1.57M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$533K

Top Sells

1
+$1.12M
2
+$740K
3
+$248K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$241K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$237K

Sector Composition

1 Technology 0.83%
2 Consumer Discretionary 0.52%
3 Communication Services 0.26%
4 Healthcare 0.14%
5 Financials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$794K 0.25%
18,034
-197
27
$776K 0.24%
3,538
-351
28
$733K 0.23%
5,460
+108
29
$644K 0.2%
1,195
-7
30
$573K 0.18%
25,261
-1,682
31
$471K 0.15%
9,324
-960
32
$461K 0.14%
10,737
-1,227
33
$452K 0.14%
585
34
$426K 0.13%
5,564
+267
35
$399K 0.12%
2,106
+110
36
$380K 0.12%
1,571
+71
37
$313K 0.1%
534
+29
38
$299K 0.09%
708
-8
39
$268K 0.08%
4,671
+248
40
$267K 0.08%
+589
41
$253K 0.08%
444
42
$244K 0.08%
417
43
$244K 0.08%
2,281
-766
44
$226K 0.07%
363
+15
45
$209K 0.06%
+792
46
$204K 0.06%
+223
47
$204K 0.06%
+2,938
48
$203K 0.06%
+2,280
49
$180K 0.06%
14,871
50
$152K 0.05%
19,660
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