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
76
$74K 0.04%
+406
77
$74K 0.04%
+664
78
$72K 0.04%
+1,801
79
$72K 0.04%
+2,422
80
$71K 0.04%
+125
81
$71K 0.04%
+154
82
$66K 0.03%
+612
83
$66K 0.03%
+264
84
$65K 0.03%
+767
85
$64K 0.03%
+551
86
$61K 0.03%
+540
87
$61K 0.03%
+4,500
88
$60K 0.03%
+266
89
$56K 0.03%
+45
90
$55K 0.03%
+597
91
$55K 0.03%
+832
92
$51K 0.03%
+910
93
$51K 0.03%
+397
94
$49K 0.03%
+675
95
$47K 0.02%
+596
96
$46K 0.02%
+105
97
$45K 0.02%
+200
98
$41K 0.02%
+1,322
99
$40K 0.02%
+1,011
100
$38K 0.02%
+117
2 3
4
5 6