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
176
$2K ﹤0.01%
+27
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+33
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185
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191
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+28
200
$2K ﹤0.01%
+12
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