AWM
Aprio Wealth Management Portfolio holdings
AUM
$887M
This Quarter Return
+0.79%
1 Year Return
+13.57%
3 Year Return
+42.6%
5 Year Return
–
10 Year Return
–
AUM
$549M
AUM Growth
+$549M
(+7.6%)
Cap. Flow
+$37.4M
Cap. Flow
% of AUM
6.82%
Top 10 Holdings %
Top 10 Hldgs %
53.46%
Holding
277
New
36
Increased
123
Reduced
77
Closed
16
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Telefônica Brasil
VIV
$20.1B
| – | – |
-15,953
| Closed | -$161K |
|
277
Vanguard Real Estate ETF
VNQ
$34.6B
| – | – |
-2,674
| Closed | -$231K |
|