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
$123M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.36M
3
+$731K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$705K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$694K

Top Sells

1
+$1.74M
2
+$1.38M
3
+$351K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$337K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$330K

Sector Composition

1 Technology 3.62%
2 Consumer Discretionary 1.61%
3 Healthcare 1.1%
4 Financials 1%
5 Energy 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-79
202
– –
-274
203
– –
-4
5 6 7 8
9