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AWM

Aspire Wealth Management Portfolio holdings

AUM $186M
1-Year Est. Return 28.97%
This Fund
S&P 500
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
+$3.69M
2
+$2.64M
3
+$2.55M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.09M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.41M

Top Sells

1
+$2.16M
2
+$1.8M
3
+$1.38M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.07M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.03M

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
176
$0 ﹤0.01%
1
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178
$0 ﹤0.01%
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180
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-3,637
181
$0 ﹤0.01%
1
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182
$0 ﹤0.01%
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183
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184
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186
$0 ﹤0.01%
6
187
– –
-1
188
– –
-386
4 5 6 7
8