AWM

Aspire Wealth Management Portfolio holdings

AUM $186M
1-Year Est. Return 28.97%
This Quarter Est. Return
1 Year Est. Return
+28.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$7.31M
3
+$6.64M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$6.02M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$5.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.03%
2 Consumer Discretionary 2.04%
3 Communication Services 1.01%
4 Financials 0.58%
5 Healthcare 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.91%
+43,736
27
$1.11M 0.9%
+3,159
28
$1.11M 0.9%
+29,970
29
$1.1M 0.89%
+34,559
30
$1.09M 0.89%
+10,888
31
$1.08M 0.88%
+4,257
32
$1.08M 0.88%
+4,784
33
$1.07M 0.87%
+2,246
34
$1.03M 0.84%
+19,156
35
$974K 0.79%
+5,617
36
$961K 0.78%
+19,079
37
$960K 0.78%
+2,855
38
$851K 0.69%
+28,082
39
$843K 0.68%
+14,172
40
$704K 0.57%
+4,220
41
$692K 0.56%
+13,949
42
$652K 0.53%
+3,984
43
$611K 0.5%
+9,992
44
$587K 0.48%
+5,900
45
$552K 0.45%
+28,257
46
$449K 0.36%
+2,031
47
$448K 0.36%
+5,283
48
$429K 0.35%
+11,647
49
$426K 0.35%
+14,757
50
$425K 0.34%
+3,795
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