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
$325M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$5.42M
2 +$2.89M
3 +$1.66M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.46M
5
NVDA icon
NVIDIA
NVDA
+$225K

Sector Composition

1 Technology 0.66%
2 Consumer Discretionary 0.34%
3 Communication Services 0.28%
4 Healthcare 0.15%
5 Financials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-14,871