AWA
Aquire Wealth Advisors Portfolio holdings
AUM $325M
AUM
$325M
AUM Growth
+$1.97M (+0.6%)
Cap. Flow
+$7.68M
Cap. Flow % of AUM
2.36%
Top 10 Holdings %Top 10 Hldgs %
86.99%
Holding
51
New
1
Increased
23
Reduced
20
Closed
3
Top Buys
| 1 | $5.42M | |
| 2 | $2.89M | |
| 3 | $1.66M | |
| 4 | $1.46M | |
| 5 | $225K |
Top Sells
| 1 | $1.21M | |
| 2 | $909K | |
| 3 | $457K | |
| 4 | $443K | |
| 5 | $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% |