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
$147M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.59M
3
+$581K
4
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$441K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$383K

Top Sells

1
+$1.56M
2
+$520K
3
+$416K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$411K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$324K

Sector Composition

1 Technology 3.39%
2 Consumer Discretionary 1.79%
3 Communication Services 0.86%
4 Financials 0.83%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$46.8K 0.03%
407
+3
127
$43.9K 0.03%
1,564
+25
128
$41.9K 0.03%
992
+17
129
$39.5K 0.03%
440
-30
130
$35.8K 0.02%
354
+4
131
$35.3K 0.02%
1,401
132
$35K 0.02%
400
+3
133
$34.5K 0.02%
1,334
134
$34.5K 0.02%
490
135
$33.8K 0.02%
1,394
136
$31.5K 0.02%
959
137
$30K 0.02%
1,153
138
$29.2K 0.02%
234
139
$28.7K 0.02%
+596
140
$25.3K 0.02%
161
141
$22.2K 0.02%
260
142
$22K 0.02%
514
-103
143
$20.3K 0.01%
205
144
$19.8K 0.01%
183
145
$17.8K 0.01%
266
146
$17.4K 0.01%
756
147
$17.3K 0.01%
229
148
$16.1K 0.01%
270
+3
149
$14.5K 0.01%
110
+1
150
$12.9K 0.01%
239
+1
4 5
6
7 8