AWA

Aquire Wealth Advisors Portfolio holdings

AUM $384M
1-Year Est. Return 17.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
State Street 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%
+13
177
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+7
178
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+19
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+8
180
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+80
181
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+4
182
$2K ﹤0.01%
+2,315
183
$2K ﹤0.01%
+84
184
$2K ﹤0.01%
+48
185
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186
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+9
187
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189
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190
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+6
191
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192
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194
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195
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+29
196
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+11
197
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+23
198
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199
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+7
200
$2K ﹤0.01%
+28
6 7
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