AWA

Aquire Wealth Advisors Portfolio holdings

AUM $380M
1-Year Est. Return 17.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.87M
3
+$3.41M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$887K

Top Sells

1
+$591K
2
+$416K
3
+$401K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$225K
5
RUN icon
Sunrun
RUN
+$220K

Sector Composition

1 Technology 1.08%
2 Consumer Discretionary 0.5%
3 Healthcare 0.14%
4 Communication Services 0.13%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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