AWM
Aspire Wealth Management Portfolio holdings
AUM
$186M
This Quarter Return
+7.45%
1 Year Return
+28.97%
3 Year Return
+26.02%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.71%
Holding
177
New
175
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| $0 | ﹤0.01% |
+1
| New | – |
|
|
RESE
177
DELISTED
WisdomTree Emerging Markets ESG Fund
RESE
| $0 | ﹤0.01% |
+1
| New | – |
|