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
51
$419K 0.34%
+20,464
52
$408K 0.33%
+1,365
53
$395K 0.32%
+6,687
54
$395K 0.32%
+1,824
55
$386K 0.31%
+6,936
56
$376K 0.3%
+2,600
57
$374K 0.3%
+19,710
58
$370K 0.3%
+10,206
59
$358K 0.29%
+8,224
60
$333K 0.27%
+8,369
61
$330K 0.27%
+5,480
62
$328K 0.27%
+2,854
63
$318K 0.26%
+1,414
64
$317K 0.26%
+11,876
65
$313K 0.25%
+7,038
66
$312K 0.25%
+3,880
67
$303K 0.25%
+5,837
68
$300K 0.24%
+9,674
69
$298K 0.24%
+11,101
70
$296K 0.24%
+921
71
$288K 0.23%
+1,089
72
$284K 0.23%
+1,960
73
$279K 0.23%
+9,069
74
$263K 0.21%
+7,990
75
$260K 0.21%
+4,314
1 2
3
4 5