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
$132M
AUM Growth
-$692K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$952K
3
+$948K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$729K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$708K

Top Sells

1
+$857K
2
+$662K
3
+$557K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$403K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$358K

Sector Composition

1 Technology 3.37%
2 Consumer Discretionary 1.76%
3 Healthcare 1.01%
4 Energy 0.94%
5 Communication Services 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33.2K 0.03%
1,401
127
$32.3K 0.02%
1,334
128
$31.8K 0.02%
350
-24
129
$31.6K 0.02%
1,394
130
$31.5K 0.02%
490
131
$31.2K 0.02%
397
+2
132
$30.3K 0.02%
959
133
$29.6K 0.02%
591
134
$26.9K 0.02%
234
-94
135
$26.7K 0.02%
1,182
136
$25.8K 0.02%
1,153
+48
137
$25.3K 0.02%
617
+70
138
$22.4K 0.02%
161
+38
139
$20.7K 0.02%
497
140
$19.4K 0.01%
260
141
$19.3K 0.01%
205
142
$17.2K 0.01%
183
-3
143
$16.7K 0.01%
756
-10,429
144
$16.1K 0.01%
486
-176
145
$15.8K 0.01%
229
146
$15.6K 0.01%
266
147
$15.1K 0.01%
10,000
148
$13.7K 0.01%
267
149
$12.8K 0.01%
109
-1
150
$12.4K 0.01%
248
+2
4 5
6
7 8