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
151
$12.9K 0.01%
251
+3
152
$11.8K 0.01%
194
+1
153
$11.7K 0.01%
355
+5
154
$11.3K 0.01%
10,000
155
$10.6K 0.01%
98
-1
156
$10.3K 0.01%
356
+3
157
$9.21K 0.01%
104
+2
158
$9.11K 0.01%
379
159
$8.69K 0.01%
77
160
$8.68K 0.01%
55
161
$8.14K 0.01%
228
-258
162
$7.27K ﹤0.01%
85
163
$6.3K ﹤0.01%
81
164
$5.86K ﹤0.01%
89
165
$5.82K ﹤0.01%
110
166
$5.63K ﹤0.01%
48
167
$4.68K ﹤0.01%
180
168
$4.08K ﹤0.01%
40
169
$3.87K ﹤0.01%
38
170
$3.02K ﹤0.01%
28
171
$1.8K ﹤0.01%
76
+1
172
$1.43K ﹤0.01%
18
173
$1.27K ﹤0.01%
17
174
$1.18K ﹤0.01%
11
175
$549 ﹤0.01%
4
4 5 6
7
8