AWM
Aspire Wealth Management Portfolio holdings
AUM
$186M
This Quarter Return
+7.46%
1 Year Return
+28.97%
3 Year Return
+26.02%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+8.2%)
Cap. Flow
+$1.8M
Cap. Flow
% of AUM
1.56%
Top 10 Holdings %
Top 10 Hldgs %
46.26%
Holding
201
New
28
Increased
49
Reduced
65
Closed
10
Top Buys
| 1 |
iShares Russell Top 200 Growth ETF
IWY
|
$1.09M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.03M |
| 3 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$798K |
| 4 |
S&P Global
SPGI
|
$582K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$561K |
Top Sells
Sector Composition
| 1 | Technology | 3.14% |
| 2 | Healthcare | 1.24% |
| 3 | Consumer Discretionary | 1.24% |
| 4 | Financials | 1.05% |
| 5 | Energy | 0.96% |
