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
$126M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.66M
3
+$2.6M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.06M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.43M

Top Sells

1
+$2.19M
2
+$1.8M
3
+$1.37M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.08M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.05M

Sector Composition

1 Technology 3.9%
2 Consumer Discretionary 1.93%
3 Healthcare 1.36%
4 Communication Services 0.88%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K 0.01%
85
-379
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$7K 0.01%
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188
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$6K ﹤0.01%
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73
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$6K ﹤0.01%
71
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76
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225
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102
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$3K ﹤0.01%
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$2K ﹤0.01%
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45
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4
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$1K ﹤0.01%
4
171
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172
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173
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-64
174
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175
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4 5 6
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