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
$191M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$25M
3
+$11.1M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$9.15M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$7.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.86%
2 Consumer Discretionary 0.81%
3 Communication Services 0.49%
4 Healthcare 0.43%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$131K 0.07%
+2,946
52
$130K 0.07%
+2,864
53
$128K 0.07%
+8,955
54
$123K 0.06%
+204
55
$121K 0.06%
+1,432
56
$121K 0.06%
+676
57
$119K 0.06%
+630
58
$112K 0.06%
+311
59
$107K 0.06%
+226
60
$103K 0.05%
+7,450
61
$101K 0.05%
+42
62
$101K 0.05%
+157
63
$100K 0.05%
+283
64
$96K 0.05%
+1,261
65
$95K 0.05%
+297
66
$93K 0.05%
+276
67
$93K 0.05%
+381
68
$91K 0.05%
+2,400
69
$90K 0.05%
+320
70
$89K 0.05%
+150
71
$88K 0.05%
+662
72
$82K 0.04%
+790
73
$82K 0.04%
+428
74
$79K 0.04%
+447
75
$74K 0.04%
+112
1 2
3
4 5