AWM

Aprio Wealth Management Portfolio holdings

AUM $887M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$549M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Sells

1 +$11.9M
2 +$7.06M
3 +$4.42M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.42M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.3M

Sector Composition

1 Technology 5.29%
2 Financials 2.9%
3 Consumer Discretionary 1.9%
4 Healthcare 1.87%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-15,953
277
-2,674