AWA
Aquire Wealth Advisors Portfolio holdings
AUM
$384M
1-Year Est. Return
17.56%
1 Year Est. Return
+17.56%
AUM
$384M
AUM Growth
-$21.7M
(-5.4%)
Holding
51
Top Buys
| 1 | +$274K | |
| 2 | +$207K | |
| 3 | +$137K | |
| 4 |
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$52.1K |
| 5 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$38.2K |
Top Sells
| 1 | +$13.5M | |
| 2 | +$4.51M | |
| 3 | +$2.8M | |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$1.71M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.58M |
Sector Composition
| 1 | Technology | 0.86% |
| 2 | Consumer Discretionary | 0.39% |
| 3 | Communication Services | 0.36% |
| 4 | Financials | 0.07% |
| 5 | Real Estate | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Information Technology ETF
VGT
$115B
| – | – |
-268
|
|