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
126
$12K 0.01%
+77
127
$11K 0.01%
+104
128
$11K 0.01%
+84
129
$10K 0.01%
+312
130
$9K ﹤0.01%
+16
131
$9K ﹤0.01%
+25
132
$9K ﹤0.01%
+19
133
$9K ﹤0.01%
+542
134
$9K ﹤0.01%
+142
135
$7K ﹤0.01%
+59
136
$7K ﹤0.01%
+49
137
$7K ﹤0.01%
+68
138
$7K ﹤0.01%
+345
139
$7K ﹤0.01%
+458
140
$7K ﹤0.01%
+146
141
$6K ﹤0.01%
+58
142
$6K ﹤0.01%
+55
143
$6K ﹤0.01%
+193
144
$6K ﹤0.01%
+66
145
$6K ﹤0.01%
+35
146
$5K ﹤0.01%
+429
147
$5K ﹤0.01%
+25
148
$5K ﹤0.01%
+72
149
$5K ﹤0.01%
+129
150
$5K ﹤0.01%
+678
4 5
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