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
76
$253K 0.21%
+753
77
$252K 0.2%
+3,827
78
$234K 0.19%
+6,255
79
$223K 0.18%
+4,220
80
$213K 0.17%
+7,652
81
$211K 0.17%
+3,796
82
$210K 0.17%
+3,637
83
$207K 0.17%
+2,547
84
$206K 0.17%
+2,065
85
$203K 0.16%
+2,531
86
$199K 0.16%
+2,353
87
$197K 0.16%
+3,436
88
$191K 0.15%
+2,133
89
$190K 0.15%
+435
90
$189K 0.15%
+2,002
91
$187K 0.15%
+1,026
92
$168K 0.14%
+7,379
93
$164K 0.13%
+3,538
94
$152K 0.12%
+629
95
$150K 0.12%
+1,861
96
$150K 0.12%
+575
97
$137K 0.11%
+2,540
98
$135K 0.11%
+999
99
$132K 0.11%
+593
100
$123K 0.1%
+3,762
2 3
4
5 6