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
126
$44K 0.04%
+574
127
$42K 0.03%
+344
128
$39K 0.03%
+520
129
$39K 0.03%
+630
130
$37K 0.03%
+222
131
$36K 0.03%
+306
132
$36K 0.03%
+791
133
$35K 0.03%
+488
134
$35K 0.03%
+959
135
$35K 0.03%
+1,099
136
$34K 0.03%
+293
137
$33K 0.03%
+381
138
$32K 0.03%
+658
139
$31K 0.03%
+644
140
$27K 0.02%
+166
141
$24K 0.02%
+256
142
$23K 0.02%
+260
143
$18K 0.01%
+229
144
$16K 0.01%
+386
145
$14K 0.01%
+164
146
$14K 0.01%
+214
147
$13K 0.01%
+510
148
$11K 0.01%
+326
149
$11K 0.01%
+97
150
$11K 0.01%
+96
4 5
6
7 8