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
151
$5K ﹤0.01%
+50
152
$5K ﹤0.01%
+34
153
$5K ﹤0.01%
+100
154
$4K ﹤0.01%
+151
155
$4K ﹤0.01%
+18
156
$4K ﹤0.01%
+85
157
$4K ﹤0.01%
+10
158
$4K ﹤0.01%
+9
159
$4K ﹤0.01%
+25
160
$4K ﹤0.01%
+85
161
$4K ﹤0.01%
+7
162
$4K ﹤0.01%
+23
163
$3K ﹤0.01%
+20
164
$3K ﹤0.01%
+50
165
$3K ﹤0.01%
+307
166
$3K ﹤0.01%
+2,155
167
$3K ﹤0.01%
+44
168
$3K ﹤0.01%
+19
169
$3K ﹤0.01%
+20
170
$3K ﹤0.01%
+18
171
$3K ﹤0.01%
+11
172
$3K ﹤0.01%
+60
173
$3K ﹤0.01%
+118
174
$2K ﹤0.01%
+4
175
$2K ﹤0.01%
+2,315
5 6
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