AWM
Aspire Wealth Management Portfolio holdings
AUM
$186M
This Quarter Return
-3.04%
1 Year Return
+28.97%
3 Year Return
+26.02%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(-0.52%)
Cap. Flow
+$4.83M
Cap. Flow
% of AUM
3.67%
Top 10 Holdings %
Top 10 Hldgs %
47.38%
Holding
199
New
9
Increased
69
Reduced
41
Closed
17
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$857K |
| 2 |
Schwab International Equity ETF
SCHF
|
$662K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$557K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$403K |
| 5 |
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% |
