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
151
$11.5K 0.01%
238
152
$11.4K 0.01%
193
+1
153
$11K 0.01%
350
+2
154
$10.1K 0.01%
99
+1
155
$9.43K 0.01%
353
-506
156
$8.53K 0.01%
379
157
$7.79K 0.01%
55
158
$7.71K 0.01%
102
+1
159
$7.64K 0.01%
77
160
$6.54K 0.01%
85
161
$5.61K ﹤0.01%
81
162
$5.43K ﹤0.01%
110
163
$5.17K ﹤0.01%
48
164
$5.08K ﹤0.01%
89
165
$4.53K ﹤0.01%
180
-282
166
$3.96K ﹤0.01%
40
167
$3.67K ﹤0.01%
42
168
$2.98K ﹤0.01%
38
169
$2.75K ﹤0.01%
28
-1,140
170
$1.58K ﹤0.01%
75
+1
171
$1.3K ﹤0.01%
18
172
$1.15K ﹤0.01%
17
173
$1.14K ﹤0.01%
+11
174
$493 ﹤0.01%
4
175
$416 ﹤0.01%
4
4 5 6
7
8