AWA
Aquire Wealth Advisors Portfolio holdings
AUM
$380M
1-Year Est. Return
17.5%
This Fund
S&P 500
1 Year Est. Return
+17.5%
AUM
$380M
AUM Growth
-$4.02M
(-1%)
Holding
51
Top Buys
| 1 | +$4.82M | |
| 2 | +$2.11M | |
| 3 | +$805K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$470K |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$422K |
Top Sells
| 1 | +$2.59M | |
| 2 | +$1.24M | |
| 3 | +$724K | |
| 4 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$717K |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$604K |
Sector Composition
| 1 | Technology | 0.93% |
| 2 | Communication Services | 0.4% |
| 3 | Consumer Discretionary | 0.38% |
| 4 | Consumer Staples | 0.22% |
| 5 | Energy | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core Moderate Allocation ETF
AOM
$1.73B
| – | – |
-4,330
|
|