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
151
$10K 0.01%
+134
152
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+151
153
$10K 0.01%
+151
154
$10K 0.01%
+243
155
$9K 0.01%
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156
$8K 0.01%
+113
157
$8K 0.01%
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158
$8K 0.01%
+71
159
$7K 0.01%
+151
160
$7K 0.01%
+86
161
$5K ﹤0.01%
+64
162
$5K ﹤0.01%
+225
163
$4K ﹤0.01%
+61
164
$4K ﹤0.01%
+22
165
$3K ﹤0.01%
+45
166
$2K ﹤0.01%
+77
167
$1K ﹤0.01%
+16
168
$1K ﹤0.01%
+4
169
$1K ﹤0.01%
+4
170
$1K ﹤0.01%
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171
$1K ﹤0.01%
+4
172
$0 ﹤0.01%
+1
173
– –
0
174
– –
0
175
$0 ﹤0.01%
+4
4 5 6
7
8