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
101
$37K 0.02%
+94
102
$36K 0.02%
+250
103
$34K 0.02%
+4,383
104
$32K 0.02%
+132
105
$26K 0.01%
+158
106
$23K 0.01%
+200
107
$23K 0.01%
+1,513
108
$23K 0.01%
+325
109
$22K 0.01%
+894
110
$19K 0.01%
+529
111
$19K 0.01%
+144
112
$19K 0.01%
+1,500
113
$19K 0.01%
+41
114
$18K 0.01%
+319
115
$18K 0.01%
+269
116
$18K 0.01%
+84
117
$18K 0.01%
+140
118
$17K 0.01%
+63
119
$17K 0.01%
+3,536
120
$17K 0.01%
+74
121
$16K 0.01%
+39
122
$16K 0.01%
+754
123
$15K 0.01%
+100
124
$14K 0.01%
+45
125
$14K 0.01%
+91
3 4
5
6 7