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
101
$122K 0.1%
+3,868
102
$117K 0.09%
+2,075
103
$113K 0.09%
+2,557
104
$112K 0.09%
+867
105
$112K 0.09%
+761
106
$110K 0.09%
+1,033
107
$95K 0.08%
+690
108
$94K 0.08%
+2,010
109
$88K 0.07%
+677
110
$83K 0.07%
+2,295
111
$77K 0.06%
+1,432
112
$77K 0.06%
+1,191
113
$74K 0.06%
+2,748
114
$61K 0.05%
+408
115
$58K 0.05%
+392
116
$57K 0.05%
+498
117
$56K 0.05%
+1,351
118
$55K 0.04%
+216
119
$53K 0.04%
+1,830
120
$52K 0.04%
+1,319
121
$51K 0.04%
+1,565
122
$50K 0.04%
+464
123
$48K 0.04%
+633
124
$46K 0.04%
+529
125
$46K 0.04%
+977
3 4
5
6 7