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
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
151
– –
-2,777
152
– –
-1,801
153
– –
-2,864
154
– –
-2,670
155
– –
-151
156
– –
-3,044
157
– –
-13
158
– –
-2,315
159
– –
-11
160
– –
-27
161
– –
-7
162
– –
-2,946
163
– –
-42
164
– –
-58
165
– –
-1,432
166
– –
-33
167
– –
-55
168
– –
-406
169
– –
-4
170
– –
-18
171
– –
-15
172
– –
-85
173
– –
-13
174
– –
-429
175
– –
-125
5 6
7
8 9