AWA

Aquire Wealth Advisors Portfolio holdings

AUM $372M
This Quarter Return
+4.89%
1 Year Return
+12.39%
3 Year Return
+41.12%
5 Year Return
10 Year Return
AUM
$191M
AUM Growth
Cap. Flow
+$191M
Cap. Flow %
100%
Top 10 Hldgs %
68.4%
Holding
276
New
275
Increased
Reduced
Closed

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 Shares
Change %
Capital Flow
AZN icon
176
AstraZeneca
AZN
$249B
$2K ﹤0.01%
+27
New +$2K
BNDX icon
177
Vanguard Total International Bond ETF
BNDX
$67.9B
$2K ﹤0.01%
+33
New +$2K
COF icon
178
Capital One
COF
$143B
$2K ﹤0.01%
+13
New +$2K
CRM icon
179
Salesforce
CRM
$242B
$2K ﹤0.01%
+7
New +$2K
DKNG icon
180
DraftKings
DKNG
$23.8B
$2K ﹤0.01%
+84
New +$2K
EQH icon
181
Equitable Holdings
EQH
$15.8B
$2K ﹤0.01%
+48
New +$2K
GRMN icon
182
Garmin
GRMN
$45.1B
$2K ﹤0.01%
+17
New +$2K
HCA icon
183
HCA Healthcare
HCA
$95B
$2K ﹤0.01%
+9
New +$2K
HSIC icon
184
Henry Schein
HSIC
$8.29B
$2K ﹤0.01%
+29
New +$2K
ICE icon
185
Intercontinental Exchange
ICE
$100B
$2K ﹤0.01%
+11
New +$2K
INTC icon
186
Intel
INTC
$106B
$2K ﹤0.01%
+36
New +$2K
LLY icon
187
Eli Lilly
LLY
$659B
$2K ﹤0.01%
+6
New +$2K
LUV icon
188
Southwest Airlines
LUV
$16.9B
$2K ﹤0.01%
+55
New +$2K
MO icon
189
Altria Group
MO
$113B
$2K ﹤0.01%
+50
New +$2K
MSI icon
190
Motorola Solutions
MSI
$79.8B
$2K ﹤0.01%
+9
New +$2K
OPCH icon
191
Option Care Health
OPCH
$4.62B
$2K ﹤0.01%
+62
New +$2K
PFE icon
192
Pfizer
PFE
$142B
$2K ﹤0.01%
+29
New +$2K
PG icon
193
Procter & Gamble
PG
$370B
$2K ﹤0.01%
+11
New +$2K
PSX icon
194
Phillips 66
PSX
$54.1B
$2K ﹤0.01%
+23
New +$2K
SPXL icon
195
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.33B
$2K ﹤0.01%
+14
New +$2K
TIP icon
196
iShares TIPS Bond ETF
TIP
$13.5B
$2K ﹤0.01%
+19
New +$2K
TXN icon
197
Texas Instruments
TXN
$182B
$2K ﹤0.01%
+8
New +$2K
UPS icon
198
United Parcel Service
UPS
$72.2B
$2K ﹤0.01%
+7
New +$2K
VLO icon
199
Valero Energy
VLO
$47.9B
$2K ﹤0.01%
+28
New +$2K
W icon
200
Wayfair
W
$10.1B
$2K ﹤0.01%
+12
New +$2K