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
$188M
AUM Growth
-$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.92M
3
+$3.33M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.19M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$898K

Top Sells

1
+$567K
2
+$411K
3
+$396K
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
in Stake 		Capital Flow
76
– –
-23
77
– –
-16
78
– –
-630
79
– –
-269
80
– –
-35
81
– –
-910
82
– –
-94
83
– –
-50
84
– –
-35
85
– –
-1
86
– –
-6,426
87
– –
-551
88
– –
-6,687
89
– –
-2,422
90
– –
-9,040
91
– –
-9,210
92
– –
-72
93
– –
-26
94
– –
-397
95
– –
-10
96
– –
-14
97
– –
-41
98
– –
-146
99
– –
-381
100
– –
-264
2 3
4
5 6