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
$323M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$2.84M
3
+$1.57M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$533K

Top Sells

1
+$1.12M
2
+$740K
3
+$248K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$241K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$237K

Sector Composition

1 Technology 0.83%
2 Consumer Discretionary 0.52%
3 Communication Services 0.26%
4 Healthcare 0.14%
5 Financials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-7,950
1 2
3