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
$325M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.89M
3
+$1.66M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.46M
5
NVDA icon
NVIDIA
NVDA
+$225K

Top Sells

1
+$1.21M
2
+$909K
3
+$457K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$443K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$350K

Sector Composition

1 Technology 0.66%
2 Consumer Discretionary 0.34%
3 Communication Services 0.28%
4 Healthcare 0.15%
5 Financials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$681K 0.21%
6,579
-4,414
27
$657K 0.2%
7,121
-4,796
28
$654K 0.2%
3,436
-102
29
$615K 0.19%
1,196
+1
30
$544K 0.17%
25,261
31
$483K 0.15%
585
32
$470K 0.14%
10,772
+35
33
$453K 0.14%
1,749
-475
34
$440K 0.14%
5,756
+192
35
$435K 0.13%
1,510
-61
36
$341K 0.1%
640
+51
37
$337K 0.1%
2,181
+75
38
$299K 0.09%
535
+1
39
$292K 0.09%
538
+175
40
$290K 0.09%
311
+83
41
$287K 0.09%
1,108
+316
42
$278K 0.09%
4,825
+154
43
$273K 0.08%
726
+18
44
$269K 0.08%
467
+50
45
$249K 0.08%
2,291
+10
46
$240K 0.07%
449
+5
47
$218K 0.07%
+1,302
48
$153K 0.05%
19,660
49
– –
-2,938
50
– –
-223
1
2
3